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Impact Investors’s Williams-Sonoma WSM Stock Holding History

Impact Investors’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 		$990K Sell
4,247
-1,898
-31% -$376K 0.72% 28
2026
Q1 		$1.12M Sell
6,145
-2,420
-28% -$483K 0.78% 28
2025
Q4 		$1.53M Sell
8,565
-221
-3% -$41.4K 1.06% 25
2025
Q3 		$1.72M Sell
8,786
-106
-1% -$20.3K 1.13% 25
2025
Q2 		$1.45M Buy
8,892
+101
+1% +$15.9K 1.03% 26
2025
Q1 		$1.39M Sell
8,791
-131
-1% -$25.3K 1.08% 20
2024
Q4 		$1.65M Buy
+8,922
New +$1.42M 1.28% 18

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impact Investors's WSM Position: Q2 2026 in Review

Impact Investors reduced its Williams-Sonoma (WSM) stake by 31% in Q2 2026, selling an estimated $376K and leaving 4,247 shares worth $990K. The position accounts for 0.72% of the portfolio, ranked #28.

Impact Investors first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Impact Investors held 4,247 shares of Williams-Sonoma worth $990K as of Q2 2026.
  • Impact Investors sold 1,898 Williams-Sonoma shares in Q2 2026, an estimated $376K.
  • Williams-Sonoma made up 0.72% of Impact Investors's portfolio in Q2 2026, its #28 holding.
  • Impact Investors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • Impact Investors's Williams-Sonoma position peaked at $1.72M in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.