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Interchange Capital Partners’s Williams-Sonoma WSM Stock Holding History

Interchange Capital Partners’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 		– Sell
-1,195
Closed -$213K – 459
2025
Q4 		$213K Buy
+1,195
New +$224K 0.04% 390
2021
Q1 		– Sell
-52
Closed -$2K – 1114
2020
Q4 		$2K Buy
+52
New +$2.66K ﹤0.01% 1119

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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

Interchange Capital Partners's WSM Position: Q1 2026 in Review

Interchange Capital Partners sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,195 shares — an estimated $213K sold.

Interchange Capital Partners first reported a position in WSM in Q4 2020 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Interchange Capital Partners reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 1,195 Williams-Sonoma shares in Q1 2026, an estimated $213K.
  • Interchange Capital Partners first reported a position in Williams-Sonoma in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's Williams-Sonoma position peaked at $213K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.