InceptionR’s Williams-Sonoma WSM Stock Holding History

InceptionR’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	$754K	Buy	+4,133	New	+$825K	0.18%	184
2025 Q2	–	Sell	-2,547	Closed	-$403K	–	878
2025 Q1	$403K	Buy	+2,547	New	+$492K	0.12%	323
2024 Q3	–	Sell	-7,766	Closed	-$1.1M	–	898
2024 Q2	$1.1M	Buy	+7,766	New	+$1.16M	0.31%	94
2024 Q1	–	Sell	-4,830	Closed	-$487K	–	739
2023 Q4	$487K	Sell	4,830 -2,408	-33%	-$208K	0.35%	109
2023 Q3	$562K	Buy	+7,238	New	+$499K	0.32%	120
2023 Q2	–	Sell	-3,294	Closed	-$200K	–	631
2023 Q1	$200K	Sell	3,294 -1,354	-29%	-$84.5K	0.06%	398
2022 Q4	$267K	Buy	+4,648	New	+$279K	0.14%	299

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

InceptionR's WSM Position: Q1 2026 in Review

InceptionR opened a new position in Williams-Sonoma (WSM) in Q1 2026: 4,133 shares worth $754K. The stake represents 0.18% of the portfolio and ranks #184 among its holdings. This is a return to the name: InceptionR previously reported a position in WSM as recently as Q1 2025.

InceptionR first reported a position in WSM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

InceptionR held 4,133 shares of Williams-Sonoma worth $754K as of Q1 2026.
Williams-Sonoma was a new InceptionR position in Q1 2026.
Williams-Sonoma made up 0.18% of InceptionR's portfolio in Q1 2026, its #184 holding.
InceptionR first reported a position in Williams-Sonoma in Q4 2022 and has held it in 7 quarters since.
InceptionR's Williams-Sonoma position peaked at $1.1M in Q2 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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