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
Q3 		$56.6M Sell
248,380
-8,726
-3% -$2.02M 0.03% 402
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% 529
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WSM Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Williams-Sonoma (WSM) stake by 3.4% in Q3 2026, selling an estimated $2.02M and leaving 248,380 shares worth $56.6M. The position accounts for 0.03% of the portfolio, ranked #402.

Sumitomo Mitsui Trust Group first reported a position in WSM in Q4 2019 and has held it in 19 quarters since. The position peaked at $59.9M in Q2 2026. 380 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 248,380 shares of Williams-Sonoma worth $56.6M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 8,726 Williams-Sonoma shares in Q3 2026, an estimated $2.02M.
  • Williams-Sonoma made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #402 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Williams-Sonoma in Q4 2019 and has held it in 19 quarters since.
  • Sumitomo Mitsui Trust Group's Williams-Sonoma position peaked at $59.9M in Q2 2026.
  • 380 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.