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Cascade Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Cascade Investment Advisors’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 		$2.8M Sell
12,028
-135
-1% -$26.8K 1.53% 14
2026
Q1 		$2.22M Sell
12,163
-40
-0.3% -$7.99K 1.31% 20
2025
Q4 		$2.18M Buy
12,203
+88
+0.7% +$16.5K 1.28% 19
2025
Q3 		$2.37M Sell
12,115
-15
-0.1% -$2.87K 1.43% 16
2025
Q2 		$1.98M Sell
12,130
-2,083
-15% -$327K 1.27% 19
2025
Q1 		$2.25M Sell
14,213
-360
-2% -$69.6K 1.52% 12
2024
Q4 		$2.7M Sell
14,573
-350
-2% -$55.5K 1.73% 8
2024
Q3 		$2.31M Sell
14,923
-2,217
-13% -$318K 1.47% 14
2024
Q2 		$2.42M Sell
17,140
-144
-0.8% -$21.5K 1.63% 7
2024
Q1 		$2.74M Sell
17,284
-1,050
-6% -$122K 1.79% 6
2023
Q4 		$1.85M Sell
18,334
-1,810
-9% -$157K 1.32% 16
2023
Q3 		$1.57M Buy
20,144
+170
+0.9% +$11.7K 1.24% 23
2023
Q2 		$1.25M Buy
19,974
+300
+2% +$17.9K 0.93% 49
2023
Q1 		$1.2M Sell
19,674
-70
-0.4% -$4.37K 0.95% 53
2022
Q4 		$1.13M Buy
19,744
+170
+0.9% +$10.2K 0.94% 56
2022
Q3 		$1.21M Sell
19,574
-60
-0.3% -$4.26K 1.04% 46
2022
Q2 		$1.09M Hold
19,634
– – 0.86% 59
2022
Q1 		$1.42M Sell
19,634
-50
-0.3% -$3.79K 0.87% 53
2021
Q4 		$1.66M Buy
19,684
+114
+0.6% +$10.6K 0.98% 32
2021
Q3 		$1.74M Sell
19,570
-2,280
-10% -$193K 1.13% 20
2021
Q2 		$1.74M Sell
21,850
-350
-2% -$29.8K 1.1% 26
2021
Q1 		$1.99M Sell
22,200
-2,330
-9% -$157K 1.29% 10
2020
Q4 		$1.25M Sell
24,530
-6,630
-21% -$340K 0.92% 45
2020
Q3 		$1.41M Sell
31,160
-840
-3% -$37.3K 1.2% 22
2020
Q2 		$1.31M Sell
32,000
-13,260
-29% -$451K 1.24% 19
2020
Q1 		$962K Sell
45,260
-1,400
-3% -$44.5K 1.06% 34
2019
Q4 		$1.71M Sell
46,660
-2,970
-6% -$103K 1.31% 12
2019
Q3 		$1.69M Buy
49,630
+2,320
+5% +$76.8K 1.3% 12
2019
Q2 		$1.54M Sell
47,310
-150
-0.3% -$4.3K 1.31% 16
2019
Q1 		$1.34M Sell
47,460
-3,390
-7% -$93.5K 1.2% 21
2018
Q4 		$1.28M Hold
50,850
– – 1.3% 21
2018
Q3 		$1.67M Sell
50,850
-1,500
-3% -$47.6K 1.41% 12
2018
Q2 		$1.61M Sell
52,350
-10,520
-17% -$282K 1.43% 10
2018
Q1 		$1.66M Buy
62,870
+2,690
+4% +$71.1K 1.31% 19
2017
Q4 		$1.56M Buy
60,180
+1,450
+2% +$37K 1.23% 25
2017
Q3 		$1.46M Buy
58,730
+750
+1% +$17.4K 1.22% 30
2017
Q2 		$1.41M Buy
57,980
+400
+0.7% +$10.2K 1.2% 33
2017
Q1 		$1.54M Buy
57,580
+1,830
+3% +$44.6K 1.35% 28
2016
Q4 		$1.35M Buy
+55,750
New +$1.42M 1.15% 42

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

Cascade Investment Advisors's WSM Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Williams-Sonoma (WSM) stake by 1.1% in Q2 2026, selling an estimated $26.8K and leaving 12,028 shares worth $2.8M. The position accounts for 1.53% of the portfolio, ranked #14.

Cascade Investment Advisors first reported a position in WSM in Q4 2016 and has held it in 39 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cascade Investment Advisors held 12,028 shares of Williams-Sonoma worth $2.8M as of Q2 2026.
  • Cascade Investment Advisors sold 135 Williams-Sonoma shares in Q2 2026, an estimated $26.8K.
  • Williams-Sonoma made up 1.53% of Cascade Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Cascade Investment Advisors first reported a position in Williams-Sonoma in Q4 2016 and has held it in 39 quarters since.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.