Investment House 13F: Cuts Williams-Sonoma (WSM) Stake by $5.6M
Key Points
- Investment House cut its Williams-Sonoma position by 18.5% to 108,633 shares valued at about $24.8 million in a Form 13F filing on October 21, 2026.
- Williams-Sonoma shares recently traded around $255.89, sitting just below their 52-week high of $256.86 ahead of November earnings.
- Other large institutional investors adjusted positions, with First Trust Advisors buying 126,032 shares while Aristotle Capital trimmed its stake.
Since the filing, $WSM is up 0.8% to date (from the $253.32 close on Oct 21, 2026).
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An institutional investment house reduced its position in Williams-Sonoma, Inc. (NYSE:WSM) by 24,662 shares, leaving it with 108,633 shares in an SEC filing on October 21, 2026. The reported value of the remaining stake stood at approximately $24.8 million.
WSM
Williams-Sonoma, Inc.
What Changed in Investment House's Williams-Sonoma Position
The fund trimmed its holdings in the specialty home goods retailer by an 18.5% margin during the period. Prior to the adjustment, the firm held 133,295 shares of the company. Williams-Sonoma closed at $253.32 on the filing date.
Other Institutional Activity in Williams-Sonoma
Other large money managers also tweaked their exposure to the retailer. Aristotle Capital Management, LLC reduced its holdings by 83,556 shares, ending with 11,057,269 shares worth about $2.8 billion. Blackhill Capital, Inc. kept its position steady with 7684278 shares valued at roughly $1.97 billion. Meanwhile, First Trust Advisors LP grew its holdings by 126,032 shares, ending with 2,790,554 shares worth about $716.1 million.
Williams-Sonoma, Inc. Stock Up 0.7%
Williams-Sonoma shares recently traded around $255.89 as of October 22, 2026, putting them just 0.4% below the 52-week high of $256.86. The stock trades well above its 50-day moving average of $234.70 and its 200-day moving average of $212.59.
Recent Earnings
Williams-Sonoma generated $8.01 billion in trailing twelve month revenue with earnings of $9.75 per share. The company is scheduled to release its next financial results on November 18, 2026.
Dividend
The company pays an annual dividend rate of $3.04 per share, translating to a dividend yield of 1.2% based on recent trading levels.
Insider Buying and Selling at Williams-Sonoma, Inc.
Earlier in the year, insider transactions included open market purchases by Andrew Campion and William Ready in June 2026. Later, in October, EVP Chief Talent Officer Karalyn Yearout sold 522 shares at an average price of $239.36 for a total of $124,946 under a planned 10b5-1 schedule, and Director Anne A. Finucane sold 794 shares on October 16, 2026, at $252.14 per share.
Analysts Set New Price Targets
Wall Street firms updated their views on the retailer, with Citigroup maintaining a Neutral rating and raising its target to $252 on August 27, 2026. Argus Research kept a Buy rating with a $250 target on September 2, 2026, while Evercore ISI Group held an In-Line rating with a $240 target on September 9, 2026, and later raised it to $255 on October 20, 2026. Piper Sandler maintained an overweight rating with a target of $286 on October 20, 2026. The stock currently holds a consensus buy rating across 20 analyst opinions with a mean price target of $248.45.
About Williams-Sonoma
Williams-Sonoma operates as a specialty retailer offering home products, cookware, furniture, and tabletop accessories through its various brand channels. The company employs 19,800 people out of its headquarters in San Francisco, California.
Bottom Line
Investors will look toward the company's upcoming earnings report on November 18, 2026, for further insight into retail demand and profit margins.
Related Filing Alerts
Source: Investment House's 13F filing on $WSM (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts