Leonard Green & Partners’s Williams-Sonoma WSM Stock Holding History

Leonard Green & 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	$233M	Hold	1,000,000	–	–	24.23%	3
2026 Q1	$182M	Hold	1,000,000	–	–	6.59%	4
2025 Q4	$179M	Hold	1,000,000	–	–	6.95%	4
2025 Q3	$195M	Sell	1,000,000 -2,224,030	-69%	-$425M	7.44%	4
2025 Q2	$527M	Hold	3,224,030	–	–	15.64%	3
2025 Q1	$510M	Hold	3,224,030	–	–	12.55%	3
2024 Q4	$597M	Hold	3,224,030	–	–	14.5%	3
2024 Q3	$499M	Hold	3,224,030	–	–	10.93%	4
2024 Q2	$455M	Hold	3,224,030	–	–	9.67%	5
2024 Q1	$512M	Sell	3,224,030 -3,200,000	-50%	-$371M	9.32%	5
2023 Q4	$648M	Hold	6,424,030	–	–	10.62%	5
2023 Q3	$499M	Buy	+6,424,030	New	+$442M	10.25%	5

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

Leonard Green & Partners's WSM Position: Q2 2026 in Review

Leonard Green & Partners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,000,000 shares worth $233M. The position accounts for 24.23% of the portfolio, ranked #3.

Leonard Green & Partners first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $648M in Q4 2023. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Leonard Green & Partners held 1,000,000 shares of Williams-Sonoma worth $233M as of Q2 2026.
Leonard Green & Partners left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 24.23% of Leonard Green & Partners's portfolio in Q2 2026, its #3 holding.
Leonard Green & Partners first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
Leonard Green & Partners's Williams-Sonoma position peaked at $648M in Q4 2023.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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