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 Q2	$8.25M	Buy	35,380 +18,400	+108%	+$3.65M	0.53%	42
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 $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

Cumberland Partners's WSM Position: Q2 2026 in Review

Cumberland Partners increased its Williams-Sonoma (WSM) stake by 108% in Q2 2026, buying an estimated $3.65M and bringing the position to 35,380 shares worth $8.25M. The position accounts for 0.53% of the portfolio, ranked #42.

Cumberland Partners first reported a position in WSM in Q4 2020 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Cumberland Partners held 35,380 shares of Williams-Sonoma worth $8.25M as of Q2 2026.
Cumberland Partners bought 18,400 Williams-Sonoma shares in Q2 2026, an estimated $3.65M.
Williams-Sonoma made up 0.53% of Cumberland Partners's portfolio in Q2 2026, its #42 holding.
Cumberland Partners first reported a position in Williams-Sonoma in Q4 2020 and has held it in 13 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.