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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheridan Capital Management's WSM Position: Q1 2026 in Review

Sheridan Capital Management increased its Williams-Sonoma (WSM) stake by 0.07% in Q1 2026, buying an estimated $200 and bringing the position to 1,411 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #30.

Sheridan Capital Management first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $276K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Sheridan Capital Management held 1,411 shares of Williams-Sonoma worth $257K as of Q1 2026.
Sheridan Capital Management bought 1 Williams-Sonoma share in Q1 2026, an estimated $200.
Williams-Sonoma made up 0.14% of Sheridan Capital Management's portfolio in Q1 2026, its #30 holding.
Sheridan Capital Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
Sheridan Capital Management's Williams-Sonoma position peaked at $276K in Q3 2025.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.