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Westerkirk Capital’s Williams-Sonoma WSM Stock Holding History

Westerkirk 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 		$3.37M Sell
18,488
-1,000
-5% -$200K 0.36% 56
2025
Q4 		$3.48M Buy
19,488
+8,100
+71% +$1.52M 0.34% 55
2025
Q3 		$2.23M Sell
11,388
-700
-6% -$134K 0.25% 75
2025
Q2 		$1.97M Buy
+12,088
New +$1.9M 0.24% 84

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

Westerkirk Capital's WSM Position: Q1 2026 in Review

Westerkirk Capital reduced its Williams-Sonoma (WSM) stake by 5.1% in Q1 2026, selling an estimated $200K and leaving 18,488 shares worth $3.37M. The position accounts for 0.36% of the portfolio, ranked #56.

Westerkirk Capital first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Westerkirk Capital held 18,488 shares of Williams-Sonoma worth $3.37M as of Q1 2026.
  • Westerkirk Capital sold 1,000 Williams-Sonoma shares in Q1 2026, an estimated $200K.
  • Williams-Sonoma made up 0.36% of Westerkirk Capital's portfolio in Q1 2026, its #56 holding.
  • Westerkirk Capital first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Williams-Sonoma position peaked at $3.48M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.