Thomas W. Smith’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.9M | Sell |
225,850
-11,250
| -5% | -$829K | 18.53% | 2 |
|
|
2026
Q1 | $17.8M | Hold |
237,100
| – | – | 17.62% | 3 |
|
|
2025
Q4 | $23.8M | Buy |
+237,100
| New | +$22.8M | 22.01% | 2 |
|
|
2023
Q3 | $14.4M | Hold |
237,500
| – | – | 17.55% | 2 |
|
|
2023
Q2 | $15.4M | Hold |
237,500
| – | – | 17.85% | 2 |
|
|
2023
Q1 | $8.16M | Hold |
237,500
| – | – | 12.13% | 2 |
|
|
2022
Q4 | $7.81M | Buy |
237,500
+65,000
| +38% | +$2.27M | 11.63% | 2 |
|
|
2022
Q3 | $5.62M | Sell |
172,500
-50,000
| -22% | -$2.64M | 10.3% | 3 |
|
|
2022
Q2 | $9.69M | Hold |
222,500
| – | – | 12.49% | 2 |
|
|
2022
Q1 | $24.6M | Hold |
222,500
| – | – | 22.01% | 2 |
|
|
2021
Q4 | $42.3M | Hold |
222,500
| – | – | 28.11% | 2 |
|
|
2021
Q3 | $56.9M | Hold |
222,500
| – | – | 39.1% | 1 |
|
|
2021
Q2 | $70.2M | Hold |
222,500
| – | – | 45.41% | 1 |
|
|
2021
Q1 | $70M | Sell |
222,500
-50,000
| -18% | -$14.8M | 48.73% | 1 |
|
|
2020
Q4 | $61.5M | Hold |
272,500
| – | – | 41.63% | 1 |
|
|
2020
Q3 | $79.3M | Hold |
272,500
| – | – | 49.31% | 1 |
|
|
2020
Q2 | $53.8M | Buy |
272,500
+41,100
| +18% | +$6.15M | 38.92% | 1 |
|
|
2020
Q1 | $12.4M | Hold |
231,400
| – | – | 16.47% | 3 |
|
|
2019
Q4 | $20.9M | Hold |
231,400
| – | – | 16.58% | 2 |
|
|
2019
Q3 | $25.9M | Hold |
231,400
| – | – | 18.95% | 2 |
|
|
2019
Q2 | $33.8M | Hold |
231,400
| – | – | 23.3% | 2 |
|
|
2019
Q1 | $34.4M | Hold |
231,400
| – | – | 25.59% | 2 |
|
|
2018
Q4 | $20.8M | Buy |
231,400
+6,500
| +3% | +$684K | 17.54% | 2 |
|
|
2018
Q3 | $33.2M | Hold |
224,900
| – | – | 21.2% | 2 |
|
|
2018
Q2 | $26.7M | Hold |
224,900
| – | – | 17.57% | 2 |
|
|
2018
Q1 | $15.2M | Hold |
224,900
| – | – | 11.18% | 5 |
|
|
2017
Q4 | $18.1M | Hold |
224,900
| – | – | 15.16% | 3 |
|
|
2017
Q3 | $15.2M | Hold |
224,900
| – | – | 14.5% | 3 |
|
|
2017
Q2 | $17.3M | Hold |
224,900
| – | – | 15.27% | 2 |
|
|
2017
Q1 | $9.11M | Hold |
224,900
| – | – | 10.42% | 5 |
|
|
2016
Q4 | $7.88M | Hold |
224,900
| – | – | 8.56% | 5 |
|
|
2016
Q3 | $8.85M | Buy |
+224,900
| New | +$9.09M | 9.35% | 5 |
|
Other funds holding W
JT
SHIM
Thomas W. Smith's W Position: Q2 2026 in Review
Thomas W. Smith reduced its Wayfair (W) stake by 4.7% in Q2 2026, selling an estimated $829K and leaving 225,850 shares worth $20.9M. The position accounts for 18.53% of the portfolio, ranked #2.
Thomas W. Smith first reported a position in W in Q3 2016 and has held it in 32 quarters since. The position peaked at $79.3M in Q3 2020. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.
- Thomas W. Smith held 225,850 shares of Wayfair worth $20.9M as of Q2 2026.
- Thomas W. Smith sold 11,250 Wayfair shares in Q2 2026, an estimated $829K.
- Wayfair made up 18.53% of Thomas W. Smith's portfolio in Q2 2026, its #2 holding.
- Thomas W. Smith first reported a position in Wayfair in Q3 2016 and has held it in 32 quarters since.
- Thomas W. Smith's Wayfair position peaked at $79.3M in Q3 2020.
- 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.
Based on Thomas W. Smith's 13F filing for Q2 2026, filed 14 Aug 2026.