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IEQ Capital’s Williams-Sonoma WSM Stock Holding History

IEQ Capital’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 		$246K Buy
1,349
+52
+4% +$10.4K ﹤0.01% 1607
2025
Q4 		$232K Sell
1,297
-5
-0.4% -$937 ﹤0.01% 1645
2025
Q3 		$255K Sell
1,302
-2,166
-62% -$414K ﹤0.01% 1587
2025
Q2 		$567K Sell
3,468
-3,741
-52% -$587K ﹤0.01% 1104
2025
Q1 		$1.14M Sell
7,209
-1,157
-14% -$224K 0.01% 718
2024
Q4 		$1.55M Buy
+8,366
New +$1.33M 0.02% 568
2024
Q2 		– Sell
-1,572
Closed -$250K – 1040
2024
Q1 		$250K Buy
+1,572
New +$182K ﹤0.01% 814
2021
Q4 		– Sell
-3,266
Closed -$289K – 761
2021
Q3 		$289K Buy
+3,266
New +$276K 0.01% 567

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

IEQ Capital's WSM Position: Q1 2026 in Review

IEQ Capital increased its Williams-Sonoma (WSM) stake by 4% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,349 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

IEQ Capital first reported a position in WSM in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • IEQ Capital held 1,349 shares of Williams-Sonoma worth $246K as of Q1 2026.
  • IEQ Capital bought 52 Williams-Sonoma shares in Q1 2026, an estimated $10.4K.
  • Williams-Sonoma made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1607 holding.
  • IEQ Capital first reported a position in Williams-Sonoma in Q3 2021 and has held it in 8 quarters since.
  • IEQ Capital's Williams-Sonoma position peaked at $1.55M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.