Havemeyer Place’s Williams-Sonoma WSM Stock Holding History

Havemeyer Place’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	–	Sell	-17,582	Closed	-$3.21M	–	701
2026 Q1	$3.21M	Buy	+17,582	New	+$3.51M	0.37%	73

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

Havemeyer Place's WSM Position: Q2 2026 in Review

Havemeyer Place sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 17,582 shares — an estimated $3.21M sold.

Havemeyer Place first reported a position in WSM in Q1 2026 and held it in 1 quarter. The position peaked at $3.21M in Q1 2026. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Havemeyer Place reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 17,582 Williams-Sonoma shares in Q2 2026, an estimated $3.21M.
Havemeyer Place first reported a position in Williams-Sonoma in Q1 2026 and held it in 1 quarter.
Havemeyer Place's Williams-Sonoma position peaked at $3.21M in Q1 2026.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.