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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perbak Capital Partners's WSM Position: Q1 2026 in Review

Perbak Capital Partners increased its Williams-Sonoma (WSM) stake by 133% in Q1 2026, buying an estimated $630K and bringing the position to 5,531 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #53.

Perbak Capital Partners first reported a position in WSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.02M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Perbak Capital Partners held 5,531 shares of Williams-Sonoma worth $1.01M as of Q1 2026.
  • Perbak Capital Partners bought 3,154 Williams-Sonoma shares in Q1 2026, an estimated $630K.
  • Williams-Sonoma made up 0.25% of Perbak Capital Partners's portfolio in Q1 2026, its #53 holding.
  • Perbak Capital Partners first reported a position in Williams-Sonoma in Q1 2024 and has held it in 5 quarters since.
  • Perbak Capital Partners's Williams-Sonoma position peaked at $5.02M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.