Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Williams-Sonoma WSM Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$59.9M Sell
257,106
-3,214
-1% -$637K 0.03% 410
2026
Q1 		$47.5M Sell
260,320
-19,598
-7% -$3.91M 0.03% 448
2025
Q4 		$50M Sell
279,918
-13,532
-5% -$2.54M 0.03% 463
2025
Q3 		$57.4M Sell
293,450
-345
-0.1% -$65.9K 0.03% 438
2025
Q2 		$48M Buy
293,795
+12,710
+5% +$2M 0.03% 462
2025
Q1 		$44.4M Buy
281,085
+28,796
+11% +$5.56M 0.03% 476
2024
Q4 		$46.7M Buy
252,289
+7,443
+3% +$1.18M 0.03% 469
2024
Q3 		$37.9M Buy
244,846
+12,200
+5% +$1.75M 0.03% 528
2024
Q2 		$32.8M Sell
232,646
-19,674
-8% -$2.93M 0.02% 535
2024
Q1 		$40.1M Buy
+252,320
New +$29.3M 0.03% 558
2023
Q1 		– Sell
-28,578
Closed -$1.64M – 1196
2022
Q4 		$1.64M Sell
28,578
-7,542
-21% -$453K ﹤0.01% 957
2022
Q3 		$2.13M Buy
36,120
+438
+1% +$31.1K ﹤0.01% 931
2022
Q2 		$1.98M Buy
35,682
+972
+3% +$62.9K ﹤0.01% 954
2022
Q1 		$2.52M Hold
34,710
– – ﹤0.01% 927
2021
Q4 		$2.94M Buy
+34,710
New +$3.23M ﹤0.01% 885
2020
Q3 		– Sell
-49,718
Closed -$2.04M – 1135
2020
Q2 		$2.04M Buy
49,718
+32,818
+194% +$1.12M ﹤0.01% 884
2020
Q1 		$359K Buy
16,900
+7,726
+84% +$246K ﹤0.01% 1029
2019
Q4 		$337K Buy
+9,174
New +$319K ﹤0.01% 1044

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

Sumitomo Mitsui Trust Group's WSM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, selling an estimated $637K and leaving 257,106 shares worth $59.9M. The position accounts for 0.03% of the portfolio, ranked #410.

Sumitomo Mitsui Trust Group first reported a position in WSM in Q4 2019 and has held it in 18 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 257,106 shares of Williams-Sonoma worth $59.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 3,214 Williams-Sonoma shares in Q2 2026, an estimated $637K.
  • Williams-Sonoma made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #410 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Williams-Sonoma in Q4 2019 and has held it in 18 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.