Chuck Royce's WSM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 3,452 shares of Williams-Sonoma, Inc. (WSM) worth $629,403, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in WSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 366,000 shares. Largest reduction occurred in Q1 2018, reducing 251,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Williams-Sonoma (WSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Williams-Sonoma (WSM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -7,153 | Reduce 67.45% | 3,452 | $182.33 |
| Q4 2025 | -8,209 | Reduce 43.63% | 10,605 | $178.59 |
| Q3 2025 | -1,422 | Reduce 7.03% | 18,814 | $195.45 |
| Q2 2025 | -256 | Reduce 1.25% | 20,236 | $163.37 |
| Q1 2025 | -5,436 | Reduce 20.97% | 20,492 | $158.10 |
| Q4 2024 | -2,054 | Reduce 7.34% | 25,928 | $185.18 |
| Q3 2024 | -3,862 | Reduce 12.13% | 27,982 | $154.92 |
| Q2 2024 | -17,228 | Reduce 35.11% | 31,844 | $141.18 |
| Q1 2024 | -31,088 | Reduce 38.78% | 49,072 | $158.76 |
| Q4 2023 | -27,656 | Reduce 25.65% | 80,160 | $100.89 |
| Q3 2023 | -8,344 | Reduce 7.18% | 107,816 | $77.70 |
| Q2 2023 | +102,330 | Add 739.91% | 116,160 | $62.57 |
| Q1 2023 | +13,830 | New Buy | 13,830 | $60.83 |
| Q3 2018 | -211,600 | Sold Out | 0 | $0.00 |
| Q2 2018 | -74,000 | Reduce 25.91% | 211,600 | $30.69 |
| Q1 2018 | -251,000 | Reduce 46.78% | 285,600 | $26.38 |
| Q4 2017 | +170,600 | Add 46.61% | 536,600 | $25.85 |
| Q3 2017 | +366,000 | New Buy | 366,000 | $24.93 |
| Q1 2016 | -39,000 | Sold Out | 0 | $0.00 |
| Q4 2015 | +39,000 | New Buy | 39,000 | $29.21 |
| Q4 2014 | -13,000 | Sold Out | 0 | $0.00 |
| Q3 2014 | +1,000 | Add 8.33% | 13,000 | $33.31 |
| Q2 2014 | +3,000 | Add 33.33% | 12,000 | $35.92 |
| Q4 2013 | -7,200 | Reduce 44.44% | 9,000 | $29.11 |
| Q3 2013 | +7,200 | Add 80.00% | 16,200 | $28.09 |
| Q2 2013 | +9,000 | Add 0.00% | 9,000 | $28.00 |
Chuck Royce's Williams-Sonoma Investment FAQs
Chuck Royce first purchased Williams-Sonoma, Inc. (WSM) in Q2 2013, acquiring 9,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Williams-Sonoma, Inc. (WSM) for 27 quarters since Q2 2013.
Chuck Royce's largest addition to Williams-Sonoma, Inc. (WSM) was in Q3 2017, adding 366,000 shares worth $9.12 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 3,452 shares of Williams-Sonoma, Inc. (WSM), valued at approximately $629,403.
As of the Q1 2026 filing, Williams-Sonoma, Inc. (WSM) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Williams-Sonoma, Inc. (WSM) was 536,600 shares, as reported at the end of Q4 2017.