Cumberland Partners’s Williams-Sonoma WSM Stock Holding History

Cumberland 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 Q1	$3.1M	Sell	16,980 -7,480	-31%	-$1.49M	0.24%	70
2025 Q4	$4.37M	Sell	24,460 -3,600	-13%	-$675K	0.27%	76
2025 Q3	$5.48M	Buy	+28,060	New	+$5.36M	0.36%	59
2023 Q1	–	Sell	-17,650	Closed	-$1.01M	–	197
2022 Q4	$1.01M	Hold	17,650	–	–	0.11%	103
2022 Q3	$1.04M	Hold	17,650	–	–	0.11%	98
2022 Q2	$979K	Hold	17,650	–	–	0.09%	106
2022 Q1	$1.28M	Sell	17,650 -34,550	-66%	-$2.62M	0.1%	108
2021 Q4	$4.41M	Buy	52,200 +9,480	+22%	+$883K	0.31%	69
2021 Q3	$3.79M	Hold	42,720	–	–	0.31%	78
2021 Q2	$3.41M	Sell	42,720 -4,500	-10%	-$383K	0.27%	84
2021 Q1	$4.23M	Buy	47,220 +7,500	+19%	+$506K	0.35%	72
2020 Q4	$2.02M	Buy	+39,720	New	+$2.03M	0.18%	87

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cumberland Partners's WSM Position: Q1 2026 in Review

Cumberland Partners reduced its Williams-Sonoma (WSM) stake by 31% in Q1 2026, selling an estimated $1.49M and leaving 16,980 shares worth $3.1M. The position accounts for 0.24% of the portfolio, ranked #70.

Cumberland Partners first reported a position in WSM in Q4 2020 and has held it in 12 quarters since. The position peaked at $5.48M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Cumberland Partners held 16,980 shares of Williams-Sonoma worth $3.1M as of Q1 2026.
Cumberland Partners sold 7,480 Williams-Sonoma shares in Q1 2026, an estimated $1.49M.
Williams-Sonoma made up 0.24% of Cumberland Partners's portfolio in Q1 2026, its #70 holding.
Cumberland Partners first reported a position in Williams-Sonoma in Q4 2020 and has held it in 12 quarters since.
Cumberland Partners's Williams-Sonoma position peaked at $5.48M in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.