Arlington Trust’s Williams-Sonoma WSM Stock Holding History

Arlington Trust’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	$46.6K	Buy	+200	New	+$39.6K	﹤0.01%	281
2025 Q3	–	Sell	-4	Closed	-$653	–	713
2025 Q2	$653	Sell	4 -22	-85%	-$3.45K	﹤0.01%	621
2025 Q1	$4.11K	Hold	26	–	–	﹤0.01%	570
2024 Q4	$4.82K	Hold	26	–	–	﹤0.01%	515
2024 Q3	$4.03K	Hold	26	–	–	﹤0.01%	506
2024 Q2	$3.67K	Hold	26	–	–	﹤0.01%	498
2024 Q1	$4.13K	Hold	26	–	–	﹤0.01%	444
2023 Q4	$2.62K	Buy	+26	New	+$2.25K	﹤0.01%	582

Other funds holding WSM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return