John Overdeck’s Williams-Sonoma WSM Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-8,000	Closed	-$677K	–	4482
2021 Q4	$677K	Sell	8,000 -4,400	-35%	-$410K	﹤0.01%	2936
2021 Q3	$1.1M	Sell	12,400 -13,000	-51%	-$1.1M	﹤0.01%	2533
2021 Q2	$2.03M	Buy	25,400 +12,400	+95%	+$1.06M	﹤0.01%	1849
2021 Q1	$1.17M	Sell	13,000 -4,800	-27%	-$324K	﹤0.01%	2169
2020 Q4	$906K	Buy	+17,800	New	+$912K	﹤0.01%	2078
2020 Q2	–	Sell	-10,800	Closed	-$230K	–	3580
2020 Q1	$230K	Sell	10,800 -20,600	-66%	-$655K	﹤0.01%	2558
2019 Q4	$1.15M	Sell	31,400 -11,200	-26%	-$389K	﹤0.01%	2063
2019 Q3	$1.45M	Buy	42,600 +16,000	+60%	+$530K	﹤0.01%	1681
2019 Q2	$865K	Buy	+26,600	New	+$763K	﹤0.01%	2057
2019 Q1	–	Sell	-38,200	Closed	-$964K	–	3521
2018 Q4	$964K	Buy	+38,200	New	+$1.09M	﹤0.01%	1678
2018 Q3	–	Sell	-24,000	Closed	-$737K	–	3639
2018 Q2	$737K	Sell	24,000 -120,800	-83%	-$3.23M	﹤0.01%	2372
2018 Q1	$3.82M	Buy	144,800 +134,800	+1,348%	+$3.56M	0.01%	1111
2017 Q4	$259K	Sell	10,000 -2,000	-17%	-$51K	﹤0.01%	2803
2017 Q3	$299K	Sell	12,000 -6,000	-33%	-$139K	﹤0.01%	2414
2017 Q2	$437K	Buy	+18,000	New	+$459K	﹤0.01%	2425
2016 Q4	–	Sell	-12,000	Closed	-$306K	–	3563
2016 Q3	$306K	Buy	12,000 +4,000	+50%	+$105K	﹤0.01%	2737
2016 Q2	$209K	Buy	+8,000	New	+$219K	﹤0.01%	2736

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

John Overdeck's WSM Position: Q2 2026 in Review

John Overdeck opened a new position in Williams-Sonoma (WSM) in Q2 2026: 16,855 shares worth $3.93M. The stake represents ﹤0.01% of the portfolio and ranks #2378 among its holdings. This is a return to the name: John Overdeck previously reported a position in WSM as recently as Q1 2025.

John Overdeck first reported a position in WSM in Q1 2014 and has held it in 25 quarters since. The position peaked at $78M in Q2 2021. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

John Overdeck held 16,855 shares of Williams-Sonoma worth $3.93M as of Q2 2026.
Williams-Sonoma was a new John Overdeck position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2378 holding.
John Overdeck first reported a position in Williams-Sonoma in Q1 2014 and has held it in 25 quarters since.
John Overdeck's Williams-Sonoma position peaked at $78M in Q2 2021.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.