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Triasima Portfolio Management’s Williams-Sonoma WSM Stock Holding History

Triasima Portfolio Management’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 		$2.86M Hold
12,275
– – 0.39% 73
2026
Q1 		$2.24M Buy
+12,275
New +$2.45M 0.34% 87

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

Triasima Portfolio Management's WSM Position: Q2 2026 in Review

Triasima Portfolio Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 12,275 shares worth $2.86M. The position accounts for 0.39% of the portfolio, ranked #73.

Triasima Portfolio Management first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Triasima Portfolio Management held 12,275 shares of Williams-Sonoma worth $2.86M as of Q2 2026.
  • Triasima Portfolio Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.39% of Triasima Portfolio Management's portfolio in Q2 2026, its #73 holding.
  • Triasima Portfolio Management first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.