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
Q2 		$2.41M Buy
10,334
+2,937
+40% +$582K ﹤0.01% 1296
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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockefeller Capital Management's WSM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Williams-Sonoma (WSM) stake by 40% in Q2 2026, buying an estimated $582K and bringing the position to 10,334 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Rockefeller Capital Management first reported a position in WSM in Q1 2019 and has held it in 20 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Rockefeller Capital Management held 10,334 shares of Williams-Sonoma worth $2.41M as of Q2 2026.
  • Rockefeller Capital Management bought 2,937 Williams-Sonoma shares in Q2 2026, an estimated $582K.
  • Williams-Sonoma made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1296 holding.
  • Rockefeller Capital Management first reported a position in Williams-Sonoma in Q1 2019 and has held it in 20 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.