STCG
WSM icon

Speece Thorson Capital Group’s Williams-Sonoma WSM Stock Holding History

Speece Thorson Capital 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 		– Sell
-8,888
Closed -$1.59M – 47
2025
Q4 		$1.59M Hold
8,888
– – 0.34% 35
2025
Q3 		$1.74M Hold
8,888
– – 0.35% 37
2025
Q2 		$1.45M Hold
8,888
– – 0.3% 36
2025
Q1 		$1.41M Hold
8,888
– – 0.29% 37
2024
Q4 		$1.65M Hold
8,888
– – 0.32% 37
2024
Q3 		$1.38M Sell
8,888
-8,888
-50% -$1.28M 0.25% 39
2024
Q2 		$1.25M Buy
17,776
+8,720
+96% +$1.3M 0.26% 40
2024
Q1 		$1.44M Sell
9,056
-73,942
-89% -$8.58M 0.28% 39
2023
Q4 		$8.37M Sell
82,998
-21,510
-21% -$1.86M 1.72% 33
2023
Q3 		$8.12M Sell
104,508
-54,958
-34% -$3.79M 1.79% 34
2023
Q2 		$9.98M Sell
159,466
-1,692
-1% -$101K 2.04% 28
2023
Q1 		$9.8M Sell
161,158
-1,852
-1% -$116K 2.07% 27
2022
Q4 		$9.37M Hold
163,010
– – 2.01% 28
2022
Q3 		$9.61M Sell
163,010
-70,442
-30% -$5M 2.19% 26
2022
Q2 		$13M Buy
233,452
+85,722
+58% +$5.55M 3.05% 11
2022
Q1 		$10.7M Buy
147,730
+10,060
+7% +$762K 2.29% 21
2021
Q4 		$11.6M Buy
137,670
+26,646
+24% +$2.48M 2.23% 24
2021
Q3 		$9.84M Sell
111,024
-60
-0.1% -$5.08K 2.06% 24
2021
Q2 		$8.87M Sell
111,084
-512
-0.5% -$43.6K 1.85% 25
2021
Q1 		$10M Sell
111,596
-26,600
-19% -$1.8M 2.11% 24
2020
Q4 		$7.04M Sell
138,196
-2,026
-1% -$104K 1.67% 27
2020
Q3 		$6.34M Buy
140,222
+678
+0.5% +$30.1K 1.68% 24
2020
Q2 		$5.72M Sell
139,544
-58,766
-30% -$2M 1.65% 25
2020
Q1 		$4.22M Sell
198,310
-3,154
-2% -$100K 1.45% 29
2019
Q4 		$7.4M Sell
201,464
-1,582
-0.8% -$55K 1.92% 27
2019
Q3 		$6.9M Sell
203,046
-56,158
-22% -$1.86M 1.84% 28
2019
Q2 		$8.42M Buy
259,204
+52,454
+25% +$1.5M 2.24% 22
2019
Q1 		$5.82M Sell
206,750
-5,994
-3% -$165K 1.6% 33
2018
Q4 		$5.37M Buy
212,744
+86,736
+69% +$2.48M 1.61% 32
2018
Q3 		$4.14M Sell
126,008
-147,524
-54% -$4.68M 0.96% 41
2018
Q2 		$8.39M Sell
273,532
-72,368
-21% -$1.94M 1.77% 31
2018
Q1 		$9.13M Sell
345,900
-119,754
-26% -$3.17M 1.94% 26
2017
Q4 		$12M Sell
465,654
-102,258
-18% -$2.61M 2.39% 19
2017
Q3 		$14.2M Buy
567,912
+35,296
+7% +$821K 2.95% 16
2017
Q2 		$12.9M Buy
532,616
+102,580
+24% +$2.62M 2.69% 19
2017
Q1 		$11.5M Buy
430,036
+97,704
+29% +$2.38M 2.44% 19
2016
Q4 		$8.04M Buy
332,332
+77,806
+31% +$1.98M 1.8% 32
2016
Q3 		$6.5M Buy
+254,526
New +$6.66M 1.4% 35

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

Speece Thorson Capital Group's WSM Position: Q1 2026 in Review

Speece Thorson Capital Group sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 8,888 shares — an estimated $1.59M sold.

Speece Thorson Capital Group first reported a position in WSM in Q3 2016 and held it in 38 quarters. The position peaked at $14.2M in Q3 2017. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Speece Thorson Capital Group reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Speece Thorson Capital Group sold 8,888 Williams-Sonoma shares in Q1 2026, an estimated $1.59M.
  • Speece Thorson Capital Group first reported a position in Williams-Sonoma in Q3 2016 and held it in 38 quarters.
  • Speece Thorson Capital Group's Williams-Sonoma position peaked at $14.2M in Q3 2017.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.