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Catalyst Investment Management’s Williams-Sonoma WSM Stock Holding History

Catalyst Investment 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
Q2 		$317K Sell
1,360
-94
-6% -$18.6K 0.29% 53
2026
Q1 		$289K Sell
1,454
-77
-5% -$15.4K 0.32% 53
2025
Q4 		$273K Buy
+1,531
New +$287K 0.26% 59

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
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

Catalyst Investment Management's WSM Position: Q2 2026 in Review

Catalyst Investment Management reduced its Williams-Sonoma (WSM) stake by 6.5% in Q2 2026, selling an estimated $18.6K and leaving 1,360 shares worth $317K. The position accounts for 0.29% of the portfolio, ranked #53.

Catalyst Investment Management first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,000 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Catalyst Investment Management held 1,360 shares of Williams-Sonoma worth $317K as of Q2 2026.
  • Catalyst Investment Management sold 94 Williams-Sonoma shares in Q2 2026, an estimated $18.6K.
  • Williams-Sonoma made up 0.29% of Catalyst Investment Management's portfolio in Q2 2026, its #53 holding.
  • Catalyst Investment Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.