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Creekside Partners’s Williams-Sonoma WSM Stock Holding History

Creekside Partners’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 		$359K Hold
1,542
– – 0.13% 143
2026
Q1 		$281K Sell
1,542
-810
-34% -$162K 0.12% 153
2025
Q4 		$420K Hold
2,352
– – 0.18% 115
2025
Q3 		$460K Sell
2,352
-508
-18% -$97.1K 0.2% 105
2025
Q2 		$467K Hold
2,860
– – 0.22% 100
2025
Q1 		$452K Hold
2,860
– – 0.24% 97
2024
Q4 		$530K Hold
2,860
– – 0.27% 84
2024
Q3 		$443K Hold
2,860
– – 0.23% 100
2024
Q2 		$404K Buy
+2,860
New +$426K 0.22% 106

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

Creekside Partners's WSM Position: Q2 2026 in Review

Creekside Partners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,542 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #143.

Creekside Partners first reported a position in WSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Creekside Partners held 1,542 shares of Williams-Sonoma worth $359K as of Q2 2026.
  • Creekside Partners left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.13% of Creekside Partners's portfolio in Q2 2026, its #143 holding.
  • Creekside Partners first reported a position in Williams-Sonoma in Q2 2024 and has held it in 9 quarters since.
  • Creekside Partners's Williams-Sonoma position peaked at $530K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.