Rockefeller Capital Management
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Rockefeller Capital Management’s Williams-Sonoma WSM Stock Holding History

Rockefeller Capital 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
Q1 		$1.35M Buy
7,397
+928
+14% +$185K ﹤0.01% 1478
2025
Q4 		$1.16M Buy
6,469
+860
+15% +$161K ﹤0.01% 1493
2025
Q3 		$1.1M Buy
+5,609
New +$1.07M ﹤0.01% 1384
2023
Q1 		– Sell
-1,728
Closed -$98K – 3902
2022
Q4 		$98K Buy
1,728
+622
+56% +$37.3K ﹤0.01% 2034
2022
Q3 		$64K Buy
1,106
+54
+5% +$3.83K ﹤0.01% 2227
2022
Q2 		$57K Sell
1,052
-1,036
-50% -$67K ﹤0.01% 2221
2022
Q1 		$151K Sell
2,088
-2,472
-54% -$187K ﹤0.01% 1810
2021
Q4 		$385K Sell
4,560
-316
-6% -$29.4K ﹤0.01% 1409
2021
Q3 		$432K Sell
4,876
-7,166
-60% -$606K ﹤0.01% 1311
2021
Q2 		$961K Buy
12,042
+4,858
+68% +$413K 0.01% 940
2021
Q1 		$643K Buy
7,184
+3,156
+78% +$213K ﹤0.01% 945
2020
Q4 		$204K Buy
4,028
+82
+2% +$4.2K ﹤0.01% 1187
2020
Q3 		$178K Buy
3,946
+286
+8% +$12.7K ﹤0.01% 1071
2020
Q2 		$150K Buy
3,660
+142
+4% +$4.83K ﹤0.01% 1039
2020
Q1 		$75K Buy
3,518
+26
+0.7% +$826 ﹤0.01% 1112
2019
Q4 		$128K Sell
3,492
-360
-9% -$12.5K ﹤0.01% 894
2019
Q3 		$131K Buy
3,852
+3,474
+919% +$115K ﹤0.01% 715
2019
Q2 		$12K Sell
378
-290
-43% -$8.32K ﹤0.01% 1183
2019
Q1 		$19K Buy
+668
New +$18.4K ﹤0.01% 1269

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

Rockefeller Capital Management's WSM Position: Q1 2026 in Review

Rockefeller Capital Management increased its Williams-Sonoma (WSM) stake by 14% in Q1 2026, buying an estimated $185K and bringing the position to 7,397 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Rockefeller Capital Management first reported a position in WSM in Q1 2019 and has held it in 19 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Rockefeller Capital Management held 7,397 shares of Williams-Sonoma worth $1.35M as of Q1 2026.
  • Rockefeller Capital Management bought 928 Williams-Sonoma shares in Q1 2026, an estimated $185K.
  • Williams-Sonoma made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1478 holding.
  • Rockefeller Capital Management first reported a position in Williams-Sonoma in Q1 2019 and has held it in 19 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.