LCM
WSM icon

Logan Capital Management’s Williams-Sonoma WSM Stock Holding History

Logan 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
-167,401
Closed -$30.5M – 706
2026
Q1 		$30.5M Buy
+167,401
New +$33.4M 1.33% 15

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

Logan Capital Management's WSM Position: Q2 2026 in Review

Logan Capital Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 166,130 shares worth $38.7M. The stake represents 1.44% of the portfolio and ranks #15 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in WSM as recently as Q4 2025.

Logan Capital Management first reported a position in WSM in Q1 2015 and has held it in 45 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Logan Capital Management held 166,130 shares of Williams-Sonoma worth $38.7M as of Q2 2026.
  • Williams-Sonoma was a new Logan Capital Management position in Q2 2026.
  • Williams-Sonoma made up 1.44% of Logan Capital Management's portfolio in Q2 2026, its #15 holding.
  • Logan Capital Management first reported a position in Williams-Sonoma in Q1 2015 and has held it in 45 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.