Truvestments Capital’s Williams-Sonoma WSM Stock Holding History

Truvestments 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 Q2	$1.42M	Buy	6,106 +107	+2%	+$21.2K	0.21%	119
2026 Q1	$1.09M	Sell	5,999 -729	-11%	-$146K	0.2%	126
2025 Q4	$1.2M	Buy	6,728 +829	+14%	+$155K	0.22%	109
2025 Q3	$1.15M	Buy	5,899 +370	+7%	+$70.7K	0.21%	108
2025 Q2	$903K	Buy	5,529 +834	+18%	+$131K	0.18%	118
2025 Q1	$742K	Buy	+4,695	New	+$907K	0.16%	119
2024 Q2	–	Sell	-104	Closed	-$16.5K	–	690
2024 Q1	$16.5K	Buy	+104	New	+$12.1K	0.01%	457
2019 Q4	–	Sell	-60	Closed	-$2K	–	596
2019 Q3	$2K	Sell	60 -642	-91%	-$21.3K	﹤0.01%	666
2019 Q2	$23K	Sell	702 -1,246	-64%	-$35.7K	0.02%	404
2019 Q1	$55K	Buy	+1,948	New	+$53.7K	0.04%	253
2018 Q3	$62K	Buy	+1,874	New	+$59.4K	0.03%	347

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truvestments Capital's WSM Position: Q2 2026 in Review

Truvestments Capital increased its Williams-Sonoma (WSM) stake by 1.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,106 shares worth $1.42M. The position accounts for 0.21% of the portfolio, ranked #119.

Truvestments Capital first reported a position in WSM in Q3 2018 and has held it in 11 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Truvestments Capital held 6,106 shares of Williams-Sonoma worth $1.42M as of Q2 2026.
Truvestments Capital bought 107 Williams-Sonoma shares in Q2 2026, an estimated $21.2K.
Williams-Sonoma made up 0.21% of Truvestments Capital's portfolio in Q2 2026, its #119 holding.
Truvestments Capital first reported a position in Williams-Sonoma in Q3 2018 and has held it in 11 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.