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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
Q2 		$4.31M Hold
18,488
– – 0.41% 46
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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westerkirk Capital's WSM Position: Q2 2026 in Review

Westerkirk Capital held its Williams-Sonoma (WSM) position steady in Q2 2026 at 18,488 shares worth $4.31M. The position accounts for 0.41% of the portfolio, ranked #46.

Westerkirk Capital first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Westerkirk Capital held 18,488 shares of Williams-Sonoma worth $4.31M as of Q2 2026.
  • Westerkirk Capital left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.41% of Westerkirk Capital's portfolio in Q2 2026, its #46 holding.
  • Westerkirk Capital first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.