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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
Q2 		– Sell
-4,133
Closed -$754K – 944
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
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

InceptionR's WSM Position: Q2 2026 in Review

InceptionR sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 4,133 shares — an estimated $754K sold.

InceptionR first reported a position in WSM in Q4 2022 and held it in 7 quarters. The position peaked at $1.1M in Q2 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • InceptionR reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 4,133 Williams-Sonoma shares in Q2 2026, an estimated $754K.
  • InceptionR first reported a position in Williams-Sonoma in Q4 2022 and held it in 7 quarters.
  • InceptionR's Williams-Sonoma position peaked at $1.1M in Q2 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.