Machina Capital’s Williams-Sonoma WSM Stock Holding History

Machina Capital’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
2025 Q4	–	Sell	-1,820	Closed	-$356K	–	427
2025 Q3	$356K	Buy	+1,820	New	+$348K	0.06%	267
2025 Q2	–	Sell	-1,618	Closed	-$256K	–	412
2025 Q1	$256K	Buy	+1,618	New	+$313K	0.08%	255
2019 Q2	–	Sell	-1,608	Closed	-$45K	–	651
2019 Q1	$45K	Buy	+1,608	New	+$44.4K	0.02%	364

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Machina Capital's WSM Position: Q4 2025 in Review

Machina Capital sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,820 shares — an estimated $356K sold.

Machina Capital first reported a position in WSM in Q1 2019 and held it in 3 quarters. The position peaked at $356K in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Machina Capital reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Machina Capital sold 1,820 Williams-Sonoma shares in Q4 2025, an estimated $356K.
Machina Capital first reported a position in Williams-Sonoma in Q1 2019 and held it in 3 quarters.
Machina Capital's Williams-Sonoma position peaked at $356K in Q3 2025.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Machina Capital's 13F filing for Q4 2025, filed 10 Feb 2026.