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Scopus Asset Management’s Williams-Sonoma WSM Stock Holding History

Scopus Asset 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
2025
Q3 		– Sell
-199,395
Closed -$32.6M – 345
2025
Q2 		$32.6M Buy
+199,395
New +$31.3M 0.55% 63
2017
Q4 		– Sell
-100,000
Closed -$2.49M – 366
2017
Q3 		$2.49M Buy
+100,000
New +$2.32M 0.03% 255

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 $3.37T AUM 44.26% 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

Scopus Asset Management's WSM Position: Q3 2025 in Review

Scopus Asset Management sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 199,395 shares — an estimated $32.6M sold.

Scopus Asset Management first reported a position in WSM in Q3 2017 and held it in 2 quarters. The position peaked at $32.6M in Q2 2025. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Scopus Asset Management reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Scopus Asset Management sold 199,395 Williams-Sonoma shares in Q3 2025, an estimated $32.6M.
  • Scopus Asset Management first reported a position in Williams-Sonoma in Q3 2017 and held it in 2 quarters.
  • Scopus Asset Management's Williams-Sonoma position peaked at $32.6M in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Scopus Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.