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Syon Capital’s Williams-Sonoma WSM Stock Holding History

Syon Capital’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 		$1.03M Sell
4,413
-1,193
-21% -$236K 0.04% 346
2026
Q1 		$1.02M Sell
5,606
-326
-5% -$65.1K 0.05% 296
2025
Q4 		$1.06M Buy
5,932
+2,241
+61% +$420K 0.05% 282
2025
Q3 		$721K Buy
3,691
+548
+17% +$105K 0.04% 354
2025
Q2 		$513K Buy
+3,143
New +$493K 0.03% 371

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

Syon Capital's WSM Position: Q2 2026 in Review

Syon Capital reduced its Williams-Sonoma (WSM) stake by 21% in Q2 2026, selling an estimated $236K and leaving 4,413 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #346.

Syon Capital first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Syon Capital held 4,413 shares of Williams-Sonoma worth $1.03M as of Q2 2026.
  • Syon Capital sold 1,193 Williams-Sonoma shares in Q2 2026, an estimated $236K.
  • Williams-Sonoma made up 0.04% of Syon Capital's portfolio in Q2 2026, its #346 holding.
  • Syon Capital first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Williams-Sonoma position peaked at $1.06M in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.