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Cullinan Associates’s Williams-Sonoma WSM Stock Holding History

Cullinan Associates’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 		$492K Hold
2,700
– – 0.04% 159
2025
Q4 		$482K Hold
2,700
– – 0.03% 160
2025
Q3 		$528K Hold
2,700
– – 0.03% 162
2025
Q2 		$441K Hold
2,700
– – 0.03% 173
2025
Q1 		$427K Sell
2,700
-22,700
-89% -$4.39M 0.03% 172
2024
Q4 		$4.7M Sell
25,400
-1,000
-4% -$159K 0.3% 66
2024
Q3 		$3.69M Sell
26,400
-1,600
-6% -$230K 0.21% 86
2024
Q2 		$3.95M Sell
28,000
-4,000
-13% -$596K 0.22% 85
2024
Q1 		$5.08M Hold
32,000
– – 0.28% 77
2023
Q4 		$3.23M Hold
32,000
– – 0.18% 101
2023
Q3 		$2.49M Hold
32,000
– – 0.14% 109
2023
Q2 		$2M Hold
32,000
– – 0.11% 124
2023
Q1 		$1.95M Hold
32,000
– – 0.11% 124
2022
Q4 		$1.84M Hold
32,000
– – 0.1% 124
2022
Q3 		$1.89M Buy
+32,000
New +$2.27M 0.12% 116
2021
Q2 		– Sell
-2,400
Closed -$215K – 230
2021
Q1 		$215K Buy
+2,400
New +$162K 0.01% 204
2020
Q3 		– Sell
-118,602
Closed -$4.86M – 186
2020
Q2 		$4.86M Sell
118,602
-3,600
-3% -$122K 0.34% 81
2020
Q1 		$2.6M Sell
122,202
-9,898
-7% -$315K 0.21% 93
2019
Q4 		$4.85M Buy
132,100
+15,800
+14% +$549K 0.32% 82
2019
Q3 		$3.95M Buy
116,300
+7,300
+7% +$242K 0.28% 87
2019
Q2 		$3.54M Buy
109,000
+8,400
+8% +$241K 0.26% 93
2019
Q1 		$2.83M Sell
100,600
-1,200
-1% -$33.1K 0.21% 99
2018
Q4 		$2.57M Buy
+101,800
New +$2.91M 0.21% 97

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

Cullinan Associates's WSM Position: Q1 2026 in Review

Cullinan Associates held its Williams-Sonoma (WSM) position steady in Q1 2026 at 2,700 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #159.

Cullinan Associates first reported a position in WSM in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.08M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Cullinan Associates held 2,700 shares of Williams-Sonoma worth $492K as of Q1 2026.
  • Cullinan Associates left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.04% of Cullinan Associates's portfolio in Q1 2026, its #159 holding.
  • Cullinan Associates first reported a position in Williams-Sonoma in Q4 2018 and has held it in 23 quarters since.
  • Cullinan Associates's Williams-Sonoma position peaked at $5.08M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.