Interval Partners’s Williams-Sonoma WSM Stock Holding History

Interval 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 Q2	$11.7M	Buy	+50,000	New	+$9.91M	0.3%	99
2025 Q3	–	Sell	-5,495	Closed	-$898K	–	484
2025 Q2	$898K	Buy	5,495 +3,495	+175%	+$549K	0.02%	326
2025 Q1	$316K	Buy	+2,000	New	+$386K	0.01%	347
2024 Q3	–	Sell	-40,000	Closed	-$5.65M	–	465
2024 Q2	$5.65M	Buy	+40,000	New	+$5.96M	0.12%	173
2016 Q3	–	Sell	-1,360,712	Closed	-$35.5M	–	191
2016 Q2	$35.5M	Buy	1,360,712 +590,712	+77%	+$16.2M	2.4%	9
2016 Q1	$21.1M	Buy	+770,000	New	+$20.9M	1.82%	17
2014 Q4	–	Sell	-50,000	Closed	-$1.66M	–	182
2014 Q3	$1.66M	Buy	+50,000	New	+$1.73M	0.35%	82

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Interval Partners's WSM Position: Q2 2026 in Review

Interval Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 50,000 shares worth $11.7M. The stake represents 0.3% of the portfolio and ranks #99 among its holdings. This is a return to the name: Interval Partners previously reported a position in WSM as recently as Q2 2025.

Interval Partners first reported a position in WSM in Q3 2014 and has held it in 7 quarters since. The position peaked at $35.5M in Q2 2016. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Interval Partners held 50,000 shares of Williams-Sonoma worth $11.7M as of Q2 2026.
Williams-Sonoma was a new Interval Partners position in Q2 2026.
Williams-Sonoma made up 0.3% of Interval Partners's portfolio in Q2 2026, its #99 holding.
Interval Partners first reported a position in Williams-Sonoma in Q3 2014 and has held it in 7 quarters since.
Interval Partners's Williams-Sonoma position peaked at $35.5M in Q2 2016.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.