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Capstone Capital Management’s Williams-Sonoma WSM Stock Holding History

Capstone Capital Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,378
Closed -$960K – 128
2025
Q4 		$960K Buy
+5,378
New +$1.01M 0.92% 34

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capstone Capital Management's WSM Position: Q1 2026 in Review

Capstone Capital Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 5,378 shares — an estimated $960K sold.

Capstone Capital Management first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $960K in Q4 2025. 930 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Capstone Capital Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Capstone Capital Management sold 5,378 Williams-Sonoma shares in Q1 2026, an estimated $960K.
  • Capstone Capital Management first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
  • Capstone Capital Management's Williams-Sonoma position peaked at $960K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Capstone Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.