Plato Investment Management’s Williams-Sonoma WSM Stock Holding History

Plato Investment 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	$846K	Sell	3,652 -22	-0.6%	-$4.36K	0.05%	294
2026 Q1	$670K	Hold	3,674	–	–	0.05%	316
2025 Q4	$659K	Sell	3,674 -480	-12%	-$89.9K	0.04%	321
2025 Q3	$806K	Buy	4,154 +121	+3%	+$23.1K	0.05%	288
2025 Q2	$656K	Buy	4,033 +3	+0.1%	+$471	0.05%	314
2025 Q1	$644K	Sell	4,030 -97	-2%	-$18.7K	0.05%	300
2024 Q4	$767K	Buy	4,127 +704	+21%	+$112K	0.06%	293
2024 Q3	$530K	Sell	3,423 -5,591	-62%	-$802K	0.04%	312
2024 Q2	$1.27M	Buy	9,014 +710	+9%	+$106K	0.12%	179
2024 Q1	$1.32M	Buy	8,304 +8,108	+4,137%	+$941K	0.14%	172
2023 Q4	$19.8K	Buy	+196	New	+$17K	0.02%	317

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 $3.38T AUM 44.17% 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

Plato Investment Management's WSM Position: Q2 2026 in Review

Plato Investment Management reduced its Williams-Sonoma (WSM) stake by 0.6% in Q2 2026, selling an estimated $4.36K and leaving 3,652 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #294.

Plato Investment Management first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2024. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Plato Investment Management held 3,652 shares of Williams-Sonoma worth $846K as of Q2 2026.
Plato Investment Management sold 22 Williams-Sonoma shares in Q2 2026, an estimated $4.36K.
Williams-Sonoma made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #294 holding.
Plato Investment Management first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Williams-Sonoma position peaked at $1.32M in Q1 2024.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.