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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
Q3 		$48.3K Buy
212
+12
+6% +$2.77K ﹤0.01% 302
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM

Arlington Trust's WSM Position: Q3 2026 in Review

Arlington Trust increased its Williams-Sonoma (WSM) stake by 6% in Q3 2026, buying an estimated $2.77K and bringing the position to 212 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Arlington Trust first reported a position in WSM in Q4 2023 and has held it in 9 quarters since. 380 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Arlington Trust held 212 shares of Williams-Sonoma worth $48.3K as of Q3 2026.
  • Arlington Trust bought 12 Williams-Sonoma shares in Q3 2026, an estimated $2.77K.
  • Williams-Sonoma made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #302 holding.
  • Arlington Trust first reported a position in Williams-Sonoma in Q4 2023 and has held it in 9 quarters since.
  • 380 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.