Perbak Capital Partners’s Williams-Sonoma WSM Stock Holding History

Perbak Capital 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	–	Sell	-5,531	Closed	-$1.01M	–	261
2026 Q1	$1.01M	Buy	5,531 +3,154	+133%	+$630K	0.25%	53
2025 Q4	$425K	Sell	2,377 -4,366	-65%	-$818K	0.13%	81
2025 Q3	$1.32M	Buy	6,743 +3,413	+102%	+$652K	0.23%	80
2025 Q2	$544K	Buy	+3,330	New	+$523K	0.12%	172
2024 Q2	–	Sell	-31,622	Closed	-$5.02M	–	63
2024 Q1	$5.02M	Buy	+31,622	New	+$3.67M	6.31%	8

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

Perbak Capital Partners's WSM Position: Q2 2026 in Review

Perbak Capital Partners sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 5,531 shares — an estimated $1.01M sold.

Perbak Capital Partners first reported a position in WSM in Q1 2024 and held it in 5 quarters. The position peaked at $5.02M in Q1 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Perbak Capital Partners reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 5,531 Williams-Sonoma shares in Q2 2026, an estimated $1.01M.
Perbak Capital Partners first reported a position in Williams-Sonoma in Q1 2024 and held it in 5 quarters.
Perbak Capital Partners's Williams-Sonoma position peaked at $5.02M in Q1 2024.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.