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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
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 $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

Syon Capital's WSM Position: Q1 2026 in Review

Syon Capital reduced its Williams-Sonoma (WSM) stake by 5.5% in Q1 2026, selling an estimated $65.1K and leaving 5,606 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #296.

Syon Capital first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Syon Capital held 5,606 shares of Williams-Sonoma worth $1.02M as of Q1 2026.
  • Syon Capital sold 326 Williams-Sonoma shares in Q1 2026, an estimated $65.1K.
  • Williams-Sonoma made up 0.05% of Syon Capital's portfolio in Q1 2026, its #296 holding.
  • Syon Capital first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Williams-Sonoma position peaked at $1.06M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.