Schroder Investment Management Group
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Schroder Investment Management Group’s Williams-Sonoma WSM Stock Holding History

Schroder Investment Management Group’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 		$56.7M Buy
311,178
+31,056
+11% +$6.2M 0.05% 295
2025
Q4 		$50M Buy
280,122
+10,069
+4% +$1.89M 0.04% 308
2025
Q3 		$52.8M Buy
270,053
+7,346
+3% +$1.4M 0.04% 287
2025
Q2 		$42.9M Sell
262,707
-6,112
-2% -$960K 0.04% 335
2025
Q1 		$42.7M Buy
268,819
+82,460
+44% +$15.9M 0.04% 324
2024
Q4 		$34.8M Buy
186,359
+84,119
+82% +$13.3M 0.03% 383
2024
Q3 		$15.8M Sell
102,240
-3,348
-3% -$480K 0.02% 579
2024
Q2 		$14.9M Buy
105,588
+39,986
+61% +$5.96M 0.02% 545
2024
Q1 		$10.4M Buy
65,602
+3,078
+5% +$357K 0.01% 647
2023
Q4 		$6.31M Sell
62,524
-20,912
-25% -$1.81M 0.01% 723
2023
Q3 		$6.48M Buy
83,436
+49,696
+147% +$3.42M 0.01% 687
2023
Q2 		$2.11M Sell
33,740
-10,926
-24% -$651K ﹤0.01% 934
2023
Q1 		$2.72M Sell
44,666
-245,864
-85% -$15.4M ﹤0.01% 898
2022
Q4 		$16.7M Buy
290,530
+9,804
+3% +$589K 0.03% 515
2022
Q3 		$16.5M Buy
280,726
+6,190
+2% +$439K 0.03% 495
2022
Q2 		$15.9M Buy
274,536
+259,930
+1,780% +$16.8M 0.02% 526
2022
Q1 		$1.06M Hold
14,606
– – ﹤0.01% 1123
2021
Q4 		$1.24M Sell
14,606
-193,342
-93% -$18M ﹤0.01% 1001
2021
Q3 		$18.4M Buy
207,948
+206,490
+14,163% +$17.5M 0.03% 498
2021
Q2 		$116K Sell
1,458
-216
-13% -$18.4K ﹤0.01% 1410
2021
Q1 		$150K Sell
1,674
-35,080
-95% -$2.37M ﹤0.01% 1347
2020
Q4 		$1.87M Sell
36,754
-158,374
-81% -$8.11M ﹤0.01% 1017
2020
Q3 		$9.22M Buy
+195,128
New +$8.67M 0.01% 603
2020
Q2 		– Sell
-25,738
Closed -$596K – 1348
2020
Q1 		$596K Sell
25,738
-246,698
-91% -$7.84M ﹤0.01% 967
2019
Q4 		$10M Buy
+272,436
New +$9.46M 0.02% 638
2019
Q3 		– Sell
-13,118
Closed -$426K – 1326
2019
Q2 		$426K Sell
13,118
-17,296
-57% -$496K ﹤0.01% 997
2019
Q1 		$856K Sell
30,414
-147,488
-83% -$4.07M ﹤0.01% 931
2018
Q4 		$4.49K Sell
177,902
-4,208
-2% -$120K 0.01% 687
2018
Q3 		$5.98M Sell
182,110
-554,806
-75% -$17.6M 0.01% 676
2018
Q2 		$22.6M Sell
736,916
-333,692
-31% -$8.93M 0.04% 435
2018
Q1 		$28.2M Sell
1,070,608
-165,984
-13% -$4.39M 0.05% 380
2017
Q4 		$32M Buy
1,236,592
+153,130
+14% +$3.9M 0.05% 383
2017
Q3 		$27.4M Sell
1,083,462
-115,750
-10% -$2.69M 0.05% 412
2017
Q2 		$29.1M Sell
1,199,212
-798,368
-40% -$20.4M 0.05% 388
2017
Q1 		$52.4M Buy
1,997,580
+127,450
+7% +$3.11M 0.09% 272
2016
Q4 		$45.2M Buy
1,870,130
+690,878
+59% +$17.6M 0.09% 292
2016
Q3 		$30.1M Buy
1,179,252
+836,548
+244% +$21.9M 0.06% 382
2016
Q2 		$8.93M Buy
+342,704
New +$9.4M 0.02% 632
2015
Q4 		– Sell
-17,128
Closed -$654K – 1258
2015
Q3 		$654K Hold
17,128
– – ﹤0.01% 947
2015
Q2 		$694K Sell
17,128
-99,148
-85% -$3.88M ﹤0.01% 946
2015
Q1 		$4.53M Buy
116,276
+600
+0.5% +$23.8K 0.01% 772
2014
Q4 		$4.38M Buy
115,676
+47,128
+69% +$1.63M 0.01% 804
2014
Q3 		$2.28M Hold
68,548
– – ﹤0.01% 899
2014
Q2 		$2.46M Sell
68,548
-182,230
-73% -$5.99M ﹤0.01% 863
2014
Q1 		$8.36M Sell
250,778
-58,200
-19% -$1.69M 0.01% 671
2013
Q4 		$9M Sell
308,978
-56,424
-15% -$1.58M 0.01% 664
2013
Q3 		$10.3M Sell
365,402
-49,198
-12% -$1.43M 0.02% 631
2013
Q2 		$11.6M Buy
+414,600
New +$11.2M 0.03% 555

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

Schroder Investment Management Group's WSM Position: Q1 2026 in Review

Schroder Investment Management Group increased its Williams-Sonoma (WSM) stake by 11% in Q1 2026, buying an estimated $6.2M and bringing the position to 311,178 shares worth $56.7M. The position accounts for 0.05% of the portfolio, ranked #295.

Schroder Investment Management Group first reported a position in WSM in Q2 2013 and has held it in 48 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Schroder Investment Management Group held 311,178 shares of Williams-Sonoma worth $56.7M as of Q1 2026.
  • Schroder Investment Management Group bought 31,056 Williams-Sonoma shares in Q1 2026, an estimated $6.2M.
  • Williams-Sonoma made up 0.05% of Schroder Investment Management Group's portfolio in Q1 2026, its #295 holding.
  • Schroder Investment Management Group first reported a position in Williams-Sonoma in Q2 2013 and has held it in 48 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.