Joel Greenblatt's WSM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 265,257 shares of Williams-Sonoma, Inc. (WSM) worth $48.36 M, representing 0.15% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 888,900 shares. Largest reduction occurred in Q2 2016, reducing 743,490 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Williams-Sonoma (WSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Williams-Sonoma (WSM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +59,140 | Add 28.69% | 265,257 | $182.33 |
| Q4 2025 | +21,522 | Add 11.66% | 206,117 | $178.59 |
| Q3 2025 | +12,871 | Add 7.50% | 184,595 | $195.45 |
| Q2 2025 | +16,043 | Add 10.31% | 171,724 | $163.37 |
| Q1 2025 | +2,611 | Add 1.71% | 155,681 | $158.10 |
| Q4 2024 | +55,229 | Add 56.45% | 153,070 | $185.18 |
| Q3 2024 | +15,197 | Add 18.39% | 97,841 | $154.92 |
| Q2 2024 | +5,812 | Add 7.56% | 82,644 | $141.18 |
| Q1 2024 | -3,034 | Reduce 3.80% | 76,832 | $158.76 |
| Q4 2023 | -4,144 | Reduce 4.93% | 79,866 | $100.89 |
| Q3 2023 | -534 | Reduce 0.63% | 84,010 | $77.70 |
| Q2 2023 | +15,192 | Add 21.91% | 84,544 | $62.57 |
| Q1 2023 | +40,016 | Add 136.41% | 69,352 | $60.83 |
| Q4 2022 | -15,312 | Reduce 34.29% | 29,336 | $57.46 |
| Q3 2022 | +6,024 | Add 15.60% | 44,648 | $58.93 |
| Q2 2022 | +12,918 | Add 50.25% | 38,624 | $55.48 |
| Q1 2022 | +10,140 | Add 65.14% | 25,706 | $72.51 |
| Q4 2021 | +3,496 | Add 28.96% | 15,566 | $84.54 |
| Q3 2021 | -10,776 | Reduce 47.17% | 12,070 | $88.65 |
| Q2 2021 | -1,698 | Reduce 6.92% | 22,846 | $79.84 |
| Q1 2021 | -77,834 | Reduce 76.03% | 24,544 | $89.59 |
| Q4 2020 | -44,628 | Reduce 30.36% | 102,378 | $50.92 |
| Q3 2020 | +14,942 | Add 11.31% | 147,006 | $45.22 |
| Q2 2020 | -67,708 | Reduce 33.89% | 132,064 | $41.00 |
| Q1 2020 | +189,130 | Add 1777.20% | 199,772 | $21.26 |
| Q3 2019 | -112,554 | Reduce 91.36% | 10,642 | $34.02 |
| Q2 2019 | +24,580 | Add 24.92% | 123,196 | $32.50 |
| Q1 2019 | +98,616 | New Buy | 98,616 | $28.14 |
| Q4 2018 | -7,100 | Sold Out | 0 | $0.00 |
| Q3 2018 | -10,668 | Reduce 60.04% | 7,100 | $32.82 |
| Q2 2018 | -195,814 | Reduce 91.68% | 17,768 | $30.67 |
| Q1 2018 | +213,582 | New Buy | 213,582 | $26.38 |
| Q3 2017 | -21,210 | Sold Out | 0 | $0.00 |
| Q2 2017 | -126,490 | Reduce 85.64% | 21,210 | $24.23 |
| Q1 2017 | +70,796 | Add 92.06% | 147,700 | $26.81 |
| Q4 2016 | +76,904 | New Buy | 76,904 | $24.20 |
| Q3 2016 | -145,410 | Sold Out | 0 | $0.00 |
| Q2 2016 | -743,490 | Reduce 83.64% | 145,410 | $26.06 |
| Q1 2016 | +888,900 | New Buy | 888,900 | $27.37 |
| Q1 2015 | -49,624 | Sold Out | 0 | $0.00 |
| Q4 2014 | +38,486 | Add 345.54% | 49,624 | $37.84 |
| Q3 2014 | -54 | Reduce 0.48% | 11,138 | $33.31 |
| Q2 2014 | -1,044 | Reduce 8.53% | 11,192 | $35.92 |
| Q1 2014 | -33,222 | Reduce 73.08% | 12,236 | $33.34 |
| Q4 2013 | +12,066 | Add 36.13% | 45,458 | $29.15 |
| Q3 2013 | +33,392 | New Buy | 33,392 | $28.09 |
Joel Greenblatt's Williams-Sonoma Investment FAQs
Joel Greenblatt first purchased Williams-Sonoma, Inc. (WSM) in Q3 2013, acquiring 33,392 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Williams-Sonoma, Inc. (WSM) for 47 quarters since Q3 2013.
Joel Greenblatt's largest addition to Williams-Sonoma, Inc. (WSM) was in Q1 2016, adding 888,900 shares worth $24.33 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 265,257 shares of Williams-Sonoma, Inc. (WSM), valued at approximately $48.36 M.
As of the Q1 2026 filing, Williams-Sonoma, Inc. (WSM) represents approximately 0.15% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Williams-Sonoma, Inc. (WSM) was 888,900 shares, as reported at the end of Q1 2016.