Barnes Dennig Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Barnes Dennig Private Wealth Management’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	$24.2K	Buy	104 +6	+6%	+$1.19K	0.02%	204
2026 Q1	$17.9K	Buy	+98	New	+$19.6K	0.02%	225
2025 Q4	–	Sell	-71	Closed	-$13.9K	–	346
2025 Q3	$13.9K	Hold	71	–	–	0.01%	211
2025 Q2	$11.6K	Buy	+71	New	+$11.1K	0.01%	196

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

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

Barnes Dennig Private Wealth Management's WSM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Williams-Sonoma (WSM) stake by 6.1% in Q2 2026, buying an estimated $1.19K and bringing the position to 104 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #204.

Barnes Dennig Private Wealth Management first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Barnes Dennig Private Wealth Management held 104 shares of Williams-Sonoma worth $24.2K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 6 Williams-Sonoma shares in Q2 2026, an estimated $1.19K.
Williams-Sonoma made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #204 holding.
Barnes Dennig Private Wealth Management first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.