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Joseph Group Capital Management’s Williams-Sonoma WSM Stock Holding History

Joseph Group Capital Management’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
-49
Closed -$8.93K – 418
2026
Q1 		$8.93K Buy
+49
New +$9.78K ﹤0.01% 290

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

Joseph Group Capital Management's WSM Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 49 shares — an estimated $8.93K sold.

Joseph Group Capital Management first reported a position in WSM in Q1 2026 and held it in 1 quarter. The position peaked at $8.93K in Q1 2026. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Joseph Group Capital Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 49 Williams-Sonoma shares in Q2 2026, an estimated $8.93K.
  • Joseph Group Capital Management first reported a position in Williams-Sonoma in Q1 2026 and held it in 1 quarter.
  • Joseph Group Capital Management's Williams-Sonoma position peaked at $8.93K in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.