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Lotus Technology Management’s Williams-Sonoma WSM Stock Holding History

Lotus Technology 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 		$3.3M Buy
+14,154
New +$2.81M 4.05% 4
2026
Q1 		– Sell
-2,499
Closed -$446K – 164
2025
Q4 		$446K Buy
+2,499
New +$468K 0.25% 104

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

Lotus Technology Management's WSM Position: Q2 2026 in Review

Lotus Technology Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 14,154 shares worth $3.3M. The stake represents 4.05% of the portfolio and ranks #4 among its holdings. This is a return to the name: Lotus Technology Management previously reported a position in WSM as recently as Q4 2025.

Lotus Technology Management first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Lotus Technology Management held 14,154 shares of Williams-Sonoma worth $3.3M as of Q2 2026.
  • Williams-Sonoma was a new Lotus Technology Management position in Q2 2026.
  • Williams-Sonoma made up 4.05% of Lotus Technology Management's portfolio in Q2 2026, its #4 holding.
  • Lotus Technology Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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