Thomas W. Smith’s Wayfair W Stock Holding History

Thomas W. Smith’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thomas W. Smith's W Position: Q1 2026 in Review

Thomas W. Smith held its Wayfair (W) position steady in Q1 2026 at 237,100 shares worth $17.8M. The position accounts for 17.62% of the portfolio, ranked #3.

Thomas W. Smith first reported a position in W in Q3 2016 and has held it in 31 quarters since. The position peaked at $79.3M in Q3 2020. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Thomas W. Smith held 237,100 shares of Wayfair worth $17.8M as of Q1 2026.
Thomas W. Smith left its Wayfair share count unchanged in Q1 2026.
Wayfair made up 17.62% of Thomas W. Smith's portfolio in Q1 2026, its #3 holding.
Thomas W. Smith first reported a position in Wayfair in Q3 2016 and has held it in 31 quarters since.
Thomas W. Smith's Wayfair position peaked at $79.3M in Q3 2020.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Thomas W. Smith's 13F filing for Q1 2026, filed 15 May 2026.