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Burney Company’s Williams-Sonoma WSM Stock Holding History

Burney Company’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 		$365K Hold
1,564
– – 0.01% 506
2026
Q1 		$285K Sell
1,564
-2,681
-63% -$535K 0.01% 515
2025
Q4 		$758K Buy
4,245
+320
+8% +$60K 0.02% 369
2025
Q3 		$767K Hold
3,925
– – 0.02% 350
2025
Q2 		$641K Sell
3,925
-554
-12% -$87K 0.02% 370
2025
Q1 		$708K Buy
4,479
+62
+1% +$12K 0.03% 355
2024
Q4 		$818K Sell
4,417
-95
-2% -$15.1K 0.03% 342
2024
Q3 		$699K Sell
4,512
-794
-15% -$114K 0.02% 386
2024
Q2 		$749K Sell
5,306
-154
-3% -$23K 0.03% 362
2024
Q1 		$867K Sell
5,460
-1,768
-24% -$205K 0.03% 349
2023
Q4 		$729K Sell
7,228
-3,474
-32% -$301K 0.03% 366
2023
Q3 		$832K Sell
10,702
-4,084
-28% -$281K 0.04% 339
2023
Q2 		$925K Sell
14,786
-12,800
-46% -$763K 0.04% 328
2023
Q1 		$1.68M Sell
27,586
-104,960
-79% -$6.55M 0.08% 246
2022
Q4 		$7.62M Sell
132,546
-13,614
-9% -$817K 0.39% 65
2022
Q3 		$8.61M Buy
146,160
+16,948
+13% +$1.2M 0.48% 59
2022
Q2 		$7.17M Buy
129,212
+124,806
+2,833% +$8.07M 0.38% 73
2022
Q1 		$319K Buy
+4,406
New +$334K 0.01% 485

Other funds holding WSM

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

Burney Company's WSM Position: Q2 2026 in Review

Burney Company held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,564 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #506.

Burney Company first reported a position in WSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.61M in Q3 2022. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Burney Company held 1,564 shares of Williams-Sonoma worth $365K as of Q2 2026.
  • Burney Company left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Burney Company's portfolio in Q2 2026, its #506 holding.
  • Burney Company first reported a position in Williams-Sonoma in Q1 2022 and has held it in 18 quarters since.
  • Burney Company's Williams-Sonoma position peaked at $8.61M in Q3 2022.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.