Sumitomo Mitsui Trust Group
WSM icon

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
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 $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

Sumitomo Mitsui Trust Group's WSM Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Williams-Sonoma (WSM) stake by 7% in Q1 2026, selling an estimated $3.91M and leaving 260,320 shares worth $47.5M. The position accounts for 0.03% of the portfolio, ranked #448.

Sumitomo Mitsui Trust Group first reported a position in WSM in Q4 2019 and has held it in 17 quarters since. The position peaked at $57.4M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 260,320 shares of Williams-Sonoma worth $47.5M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 19,598 Williams-Sonoma shares in Q1 2026, an estimated $3.91M.
  • Williams-Sonoma made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #448 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Williams-Sonoma in Q4 2019 and has held it in 17 quarters since.
  • Sumitomo Mitsui Trust Group's Williams-Sonoma position peaked at $57.4M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.