Ring Mountain Capital
WSM icon

Ring Mountain Capital’s Williams-Sonoma WSM Stock Holding History

Ring Mountain 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
2026
Q3 		$207K Hold
909
– – 0.08% 109
2026
Q2 		$212K Buy
+909
New +$180K 0.09% 105
2025
Q1 		– Sell
-1,258
Closed -$233K – 93
2024
Q4 		$233K Buy
+1,258
New +$200K 0.16% 81

Other funds holding WSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ring Mountain Capital's WSM Position: Q3 2026 in Review

Ring Mountain Capital held its Williams-Sonoma (WSM) position steady in Q3 2026 at 909 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #109.

Ring Mountain Capital first reported a position in WSM in Q4 2024 and has held it in 3 quarters since. The position peaked at $233K in Q4 2024. 600 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Ring Mountain Capital held 909 shares of Williams-Sonoma worth $207K as of Q3 2026.
  • Ring Mountain Capital left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up 0.08% of Ring Mountain Capital's portfolio in Q3 2026, its #109 holding.
  • Ring Mountain Capital first reported a position in Williams-Sonoma in Q4 2024 and has held it in 3 quarters since.
  • Ring Mountain Capital's Williams-Sonoma position peaked at $233K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.