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Triumph Capital Management’s Williams-Sonoma WSM Stock Holding History

Triumph Capital 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 		$43.8K Hold
188
– – 0.01% 709
2026
Q1 		$34.3K Hold
188
– – 0.01% 736
2025
Q4 		$33.6K Buy
+188
New +$35.2K 0.01% 716

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Triumph Capital Management's WSM Position: Q2 2026 in Review

Triumph Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 188 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #709.

Triumph Capital Management first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Triumph Capital Management held 188 shares of Williams-Sonoma worth $43.8K as of Q2 2026.
  • Triumph Capital Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #709 holding.
  • Triumph Capital Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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