Capstone Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Capstone Investment Advisors’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 Q2	$1.26M	Sell	5,413 -643	-11%	-$127K	﹤0.01%	870
2026 Q1	$1.1M	Buy	+6,056	New	+$1.21M	﹤0.01%	834
2025 Q3	–	Sell	-3,799	Closed	-$726K	–	2101
2025 Q2	$621K	Sell	3,799 -7,498	-66%	-$1.18M	﹤0.01%	1048
2025 Q1	$1.79M	Buy	+11,297	New	+$2.18M	﹤0.01%	712
2022 Q3	–	Sell	-616	Closed	-$34K	–	1778
2022 Q2	$34K	Sell	616 -2,280	-79%	-$147K	﹤0.01%	1636
2022 Q1	$210K	Buy	+2,896	New	+$219K	﹤0.01%	1666
2017 Q3	–	Sell	-25,996	Closed	-$630K	–	757
2017 Q2	$630K	Buy	+25,996	New	+$664K	0.02%	383
2017 Q1	–	Sell	-83,778	Closed	-$2.03M	–	1146
2016 Q4	$2.03M	Buy	83,778 +17,304	+26%	+$441K	0.06%	275
2016 Q3	$1.7M	Buy	66,474 +32,814	+97%	+$858K	0.04%	287
2016 Q2	$877K	Buy	+33,660	New	+$923K	0.02%	375

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capstone Investment Advisors's WSM Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Williams-Sonoma (WSM) stake by 11% in Q2 2026, selling an estimated $127K and leaving 5,413 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Capstone Investment Advisors first reported a position in WSM in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2016. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Capstone Investment Advisors held 5,413 shares of Williams-Sonoma worth $1.26M as of Q2 2026.
Capstone Investment Advisors sold 643 Williams-Sonoma shares in Q2 2026, an estimated $127K.
Williams-Sonoma made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #870 holding.
Capstone Investment Advisors first reported a position in Williams-Sonoma in Q2 2016 and has held it in 10 quarters since.
Capstone Investment Advisors's Williams-Sonoma position peaked at $2.03M in Q4 2016.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.