Capstone Investment Advisors
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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 		– Sell
-1,800
Closed -$328K – 1932
2026
Q1 		$328K Sell
1,800
-2,700
-60% -$539K ﹤0.01% 1332
2025
Q4 		$804K Hold
4,500
– – ﹤0.01% 954
2025
Q3 		$880K Buy
4,500
+1,700
+61% +$325K ﹤0.01% 1080
2025
Q2 		$457K Buy
+2,800
New +$440K ﹤0.01% 1181
2022
Q3 		– Sell
-25,000
Closed -$1.39M – 1779
2022
Q2 		$1.39M Buy
+25,000
New +$1.62M 0.01% 903

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
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.