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
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 $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's WSM Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 6,056 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WSM as recently as Q2 2025.

Capstone Investment Advisors first reported a position in WSM in Q2 2016 and has held it in 9 quarters since. The position peaked at $2.03M in Q4 2016. 926 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Capstone Investment Advisors held 6,056 shares of Williams-Sonoma worth $1.1M as of Q1 2026.
  • Williams-Sonoma was a new Capstone Investment Advisors position in Q1 2026.
  • Williams-Sonoma made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #834 holding.
  • Capstone Investment Advisors first reported a position in Williams-Sonoma in Q2 2016 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Williams-Sonoma position peaked at $2.03M in Q4 2016.
  • 926 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.