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
2022 Q1	–	Sell	-100,000	Closed	-$8.46M	–	379
2021 Q4	$8.46M	Buy	+100,000	New	+$9.32M	0.18%	158
2020 Q4	–	Sell	-600,000	Closed	-$27.1M	–	387
2020 Q3	$27.1M	Buy	+600,000	New	+$26.7M	0.53%	52
2018 Q2	–	Sell	-400,000	Closed	-$10.6M	–	389
2018 Q1	$10.6M	Buy	+400,000	New	+$10.6M	0.1%	194
2017 Q4	–	Sell	-1,800,000	Closed	-$44.9M	–	365
2017 Q3	$44.9M	Buy	+1,800,000	New	+$41.8M	0.46%	59
2017 Q2	–	Sell	-600,000	Closed	-$16.1M	–	321
2017 Q1	$16.1M	Buy	+600,000	New	+$14.6M	0.24%	124
2016 Q4	–	Sell	-1,200,000	Closed	-$30.6M	–	255
2016 Q3	$30.6M	Buy	+1,200,000	New	+$31.4M	0.5%	63
2016 Q2	–	Sell	-800,000	Closed	-$21.9M	–	262
2016 Q1	$21.9M	Buy	+800,000	New	+$21.7M	0.37%	73

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.