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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truvestments Capital's WSM Position: Q1 2026 in Review

Truvestments Capital reduced its Williams-Sonoma (WSM) stake by 11% in Q1 2026, selling an estimated $146K and leaving 5,999 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #126.

Truvestments Capital first reported a position in WSM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Truvestments Capital held 5,999 shares of Williams-Sonoma worth $1.09M as of Q1 2026.
Truvestments Capital sold 729 Williams-Sonoma shares in Q1 2026, an estimated $146K.
Williams-Sonoma made up 0.2% of Truvestments Capital's portfolio in Q1 2026, its #126 holding.
Truvestments Capital first reported a position in Williams-Sonoma in Q3 2018 and has held it in 10 quarters since.
Truvestments Capital's Williams-Sonoma position peaked at $1.2M in Q4 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.