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

Twin 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
Q1 		$2.46M Buy
13,471
+346
+3% +$69.1K 0.32% 81
2025
Q4 		$2.34M Buy
13,125
+1,699
+15% +$318K 0.29% 91
2025
Q3 		$2.23M Sell
11,426
-11,772
-51% -$2.25M 0.28% 93
2025
Q2 		$3.79M Buy
23,198
+2,047
+10% +$321K 0.4% 66
2025
Q1 		$3.34M Sell
21,151
-1,080
-5% -$209K 0.39% 69
2024
Q4 		$4.12M Buy
22,231
+811
+4% +$129K 0.45% 52
2024
Q3 		$3.32M Sell
21,420
-336
-2% -$48.2K 0.37% 71
2024
Q2 		$3.07M Buy
21,756
+832
+4% +$124K 0.36% 69
2024
Q1 		$3.32M Sell
20,924
-1,738
-8% -$202K 0.41% 69
2023
Q4 		$2.29M Sell
22,662
-356
-2% -$30.8K 0.3% 102
2023
Q3 		$1.79M Buy
23,018
+326
+1% +$22.5K 0.26% 115
2023
Q2 		$1.42M Sell
22,692
-904
-4% -$53.9K 0.19% 145
2023
Q1 		$1.44M Sell
23,596
-4,544
-16% -$284K 0.2% 146
2022
Q4 		$1.62M Sell
28,140
-1,362
-5% -$81.8K 0.21% 140
2022
Q3 		$1.74M Buy
29,502
+10,698
+57% +$759K 0.23% 129
2022
Q2 		$1.04M Sell
18,804
-60
-0.3% -$3.88K 0.13% 179
2022
Q1 		$1.37M Sell
18,864
-80
-0.4% -$6.06K 0.15% 172
2021
Q4 		$1.6M Sell
18,944
-1,620
-8% -$151K 0.16% 159
2021
Q3 		$1.82M Sell
20,564
-5,260
-20% -$445K 0.19% 144
2021
Q2 		$2.06M Buy
25,824
+1,360
+6% +$116K 0.19% 145
2021
Q1 		$2.19M Sell
24,464
-14,660
-37% -$990K 0.22% 137
2020
Q4 		$1.99M Sell
39,124
-41,916
-52% -$2.15M 0.18% 147
2020
Q3 		$3.67M Sell
81,040
-560
-0.7% -$24.9K 0.33% 92
2020
Q2 		$3.35M Sell
81,600
-47,600
-37% -$1.62M 0.32% 97
2020
Q1 		$2.75M Sell
129,200
-1,700
-1% -$54K 0.3% 106
2019
Q4 		$4.81M Sell
130,900
-53,460
-29% -$1.86M 0.41% 75
2019
Q3 		$6.27M Sell
184,360
-14,120
-7% -$467K 0.45% 69
2019
Q2 		$6.45M Sell
198,480
-16,700
-8% -$479K 0.45% 71
2019
Q1 		$6.05M Buy
215,180
+1,160
+0.5% +$32K 0.3% 106
2018
Q4 		$5.4M Sell
214,020
-4,460
-2% -$128K 0.3% 102
2018
Q3 		$7.18M Buy
218,480
+15,300
+8% +$485K 0.33% 100
2018
Q2 		$6.24M Buy
+203,180
New +$5.44M 0.31% 108
2018
Q1 		– Sell
-39,572
Closed -$1.02M – 355
2017
Q4 		$1.02M Sell
39,572
-8,990
-19% -$229K 0.05% 276
2017
Q3 		$1.21M Buy
+48,562
New +$1.13M 0.06% 265
2014
Q3 		– Sell
-26,540
Closed -$953K – 313
2014
Q2 		$953K Sell
26,540
-3,240
-11% -$107K 0.1% 208
2014
Q1 		$992K Buy
+29,780
New +$867K 0.1% 213

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Capital Management's WSM Position: Q1 2026 in Review

Twin Capital Management increased its Williams-Sonoma (WSM) stake by 2.6% in Q1 2026, buying an estimated $69.1K and bringing the position to 13,471 shares worth $2.46M. The position accounts for 0.32% of the portfolio, ranked #81.

Twin Capital Management first reported a position in WSM in Q1 2014 and has held it in 36 quarters since. The position peaked at $7.18M in Q3 2018. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Twin Capital Management held 13,471 shares of Williams-Sonoma worth $2.46M as of Q1 2026.
  • Twin Capital Management bought 346 Williams-Sonoma shares in Q1 2026, an estimated $69.1K.
  • Williams-Sonoma made up 0.32% of Twin Capital Management's portfolio in Q1 2026, its #81 holding.
  • Twin Capital Management first reported a position in Williams-Sonoma in Q1 2014 and has held it in 36 quarters since.
  • Twin Capital Management's Williams-Sonoma position peaked at $7.18M in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.