Copeland Capital Management’s Williams-Sonoma WSM Stock Holding History

Copeland Capital 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	$1.33M	Buy	5,726 +446	+8%	+$88.4K	0.03%	125
2026 Q1	$963K	Buy	5,280 +169	+3%	+$33.7K	0.02%	132
2025 Q4	$913K	Buy	5,111 +4,007	+363%	+$751K	0.02%	136
2025 Q3	$216K	Buy	1,104 +5	+0.5%	+$956	﹤0.01%	154
2025 Q2	$180K	Buy	+1,099	New	+$173K	﹤0.01%	150
2024 Q2	–	Sell	-48	Closed	-$7.62K	–	251
2024 Q1	$7.62K	Hold	48	–	–	﹤0.01%	221
2023 Q4	$4.84K	Hold	48	–	–	﹤0.01%	218
2023 Q3	$3.73K	Hold	48	–	–	﹤0.01%	233
2023 Q2	$3K	Hold	48	–	–	﹤0.01%	272
2023 Q1	$3K	Hold	48	–	–	﹤0.01%	252
2022 Q4	$3K	Buy	+48	New	+$2.88K	﹤0.01%	256

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 $3.37T AUM 44.26% 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

Copeland Capital Management's WSM Position: Q2 2026 in Review

Copeland Capital Management increased its Williams-Sonoma (WSM) stake by 8.4% in Q2 2026, buying an estimated $88.4K and bringing the position to 5,726 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #125.

Copeland Capital Management first reported a position in WSM in Q4 2022 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Copeland Capital Management held 5,726 shares of Williams-Sonoma worth $1.33M as of Q2 2026.
Copeland Capital Management bought 446 Williams-Sonoma shares in Q2 2026, an estimated $88.4K.
Williams-Sonoma made up 0.03% of Copeland Capital Management's portfolio in Q2 2026, its #125 holding.
Copeland Capital Management first reported a position in Williams-Sonoma in Q4 2022 and has held it in 11 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.