CI Investments Inc
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CI Investments Inc’s Williams-Sonoma WSM Stock Holding History

CI Investments Inc’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 		$1.88M Sell
8,080
-3,703
-31% -$734K 0.01% 465
2026
Q1 		$2.15M Buy
11,783
+6,148
+109% +$1.23M 0.01% 372
2025
Q4 		$1.01M Buy
5,635
+2,139
+61% +$401K ﹤0.01% 436
2025
Q3 		$683K Sell
3,496
-25
-0.7% -$4.78K ﹤0.01% 476
2025
Q2 		$575K Sell
3,521
-114
-3% -$17.9K ﹤0.01% 497
2025
Q1 		$575K Buy
3,635
+505
+16% +$97.6K ﹤0.01% 504
2024
Q4 		$580K Sell
3,130
-811
-21% -$129K ﹤0.01% 493
2024
Q3 		$611K Buy
3,941
+397
+11% +$57K ﹤0.01% 463
2024
Q2 		$500K Sell
3,544
-1,000
-22% -$149K ﹤0.01% 480
2024
Q1 		$721K Sell
4,544
-1,596
-26% -$185K ﹤0.01% 433
2023
Q4 		$619K Buy
6,140
+2,680
+77% +$232K ﹤0.01% 419
2023
Q3 		$269K Buy
3,460
+64
+2% +$4.41K ﹤0.01% 561
2023
Q2 		$212K Buy
3,396
+148
+5% +$8.82K ﹤0.01% 624
2023
Q1 		$198K Buy
3,248
+16
+0.5% +$999 ﹤0.01% 588
2022
Q4 		$186K Buy
3,232
+364
+13% +$21.9K ﹤0.01% 622
2022
Q3 		$169K Sell
2,868
-4,086
-59% -$290K ﹤0.01% 629
2022
Q2 		$386K Buy
6,954
+2,394
+53% +$155K ﹤0.01% 497
2022
Q1 		$331K Sell
4,560
-5,244
-53% -$397K ﹤0.01% 612
2021
Q4 		$829K Buy
9,804
+2,088
+27% +$195K ﹤0.01% 497
2021
Q3 		$684K Buy
7,716
+112
+1% +$9.48K ﹤0.01% 516
2021
Q2 		$607K Buy
7,604
+2,910
+62% +$248K ﹤0.01% 584
2021
Q1 		$421K Sell
4,694
-1,008
-18% -$68K ﹤0.01% 576
2020
Q4 		$290K Buy
5,702
+2,488
+77% +$127K ﹤0.01% 610
2020
Q3 		$145K Buy
+3,214
New +$143K ﹤0.01% 613

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

CI Investments Inc's WSM Position: Q2 2026 in Review

CI Investments Inc reduced its Williams-Sonoma (WSM) stake by 31% in Q2 2026, selling an estimated $734K and leaving 8,080 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #465.

CI Investments Inc first reported a position in WSM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q1 2026. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • CI Investments Inc held 8,080 shares of Williams-Sonoma worth $1.88M as of Q2 2026.
  • CI Investments Inc sold 3,703 Williams-Sonoma shares in Q2 2026, an estimated $734K.
  • Williams-Sonoma made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #465 holding.
  • CI Investments Inc first reported a position in Williams-Sonoma in Q3 2020 and has held it in 24 quarters since.
  • CI Investments Inc's Williams-Sonoma position peaked at $2.15M in Q1 2026.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.