TwinBeech Capital’s Williams-Sonoma WSM Stock Holding History

TwinBeech 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
2025 Q2	–	Sell	-127,383	Closed	-$20.1M	–	1013
2025 Q1	$20.1M	Buy	+127,383	New	+$24.6M	0.37%	82
2024 Q3	–	Sell	-79,460	Closed	-$11.2M	–	928
2024 Q2	$11.2M	Buy	+79,460	New	+$11.8M	0.22%	131
2022 Q2	–	Sell	-221,654	Closed	-$16.1M	–	751
2022 Q1	$16.1M	Buy	221,654 +196,082	+767%	+$14.8M	0.71%	43
2021 Q4	$2.16M	Buy	+25,572	New	+$2.38M	0.12%	219
2020 Q4	–	Sell	-10,438	Closed	-$472K	–	642
2020 Q3	$472K	Buy	+10,438	New	+$464K	0.1%	269

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

TwinBeech Capital's WSM Position: Q2 2025 in Review

TwinBeech Capital sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 127,383 shares — an estimated $20.1M sold.

TwinBeech Capital first reported a position in WSM in Q3 2020 and held it in 5 quarters. The position peaked at $20.1M in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

TwinBeech Capital reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 127,383 Williams-Sonoma shares in Q2 2025, an estimated $20.1M.
TwinBeech Capital first reported a position in Williams-Sonoma in Q3 2020 and held it in 5 quarters.
TwinBeech Capital's Williams-Sonoma position peaked at $20.1M in Q1 2025.
916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.