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

Sheridan 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 		$329K Sell
1,410
-1
-0.1% -$198 0.16% 28
2026
Q1 		$257K Buy
1,411
+1
+0.1% +$200 0.14% 30
2025
Q4 		$252K Hold
1,410
– – 0.13% 33
2025
Q3 		$276K Sell
1,410
-1
-0.1% -$191 0.15% 32
2025
Q2 		$230K Hold
1,411
– – 0.16% 27
2025
Q1 		$223K Hold
1,411
– – 0.16% 24
2024
Q4 		$261K Hold
1,411
– – 0.18% 23
2024
Q3 		$219K Buy
+1,411
New +$202K 0.15% 25
2024
Q2 		– Sell
-1,412
Closed -$224K – 27
2024
Q1 		$224K Buy
+1,412
New +$164K 0.17% 23

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

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

Sheridan Capital Management reduced its Williams-Sonoma (WSM) stake by 0.07% in Q2 2026, selling an estimated $198 and leaving 1,410 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #28.

Sheridan Capital Management first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sheridan Capital Management held 1,410 shares of Williams-Sonoma worth $329K as of Q2 2026.
  • Sheridan Capital Management sold 1 Williams-Sonoma share in Q2 2026, an estimated $198.
  • Williams-Sonoma made up 0.16% of Sheridan Capital Management's portfolio in Q2 2026, its #28 holding.
  • Sheridan Capital Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.