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Chicago Trust’s Williams-Sonoma WSM Stock Holding History

Chicago 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 		$1.18M Buy
5,067
+43
+0.9% +$8.52K 0.17% 121
2026
Q1 		$916K Sell
5,024
-66
-1% -$13.2K 0.15% 139
2025
Q4 		$909K Buy
5,090
+29
+0.6% +$5.43K 0.14% 135
2025
Q3 		$989K Buy
5,061
+21
+0.4% +$4.01K 0.14% 136
2025
Q2 		$823K Buy
5,040
+251
+5% +$39.4K 0.12% 157
2025
Q1 		$757K Buy
4,789
+161
+3% +$31.1K 0.13% 146
2024
Q4 		$857K Buy
4,628
+3
+0.1% +$476 0.15% 134
2024
Q3 		$717K Buy
4,625
+495
+12% +$71K 0.12% 157
2024
Q2 		$583K Buy
4,130
+540
+15% +$80.5K 0.12% 154
2024
Q1 		$570K Buy
+3,590
New +$417K 0.12% 168
2022
Q2 		– Sell
-3,804
Closed -$276K – 334
2022
Q1 		$276K Buy
3,804
+80
+2% +$6.06K 0.06% 267
2021
Q4 		$315K Hold
3,724
– – 0.06% 262
2021
Q3 		$331K Hold
3,724
– – 0.07% 244
2021
Q2 		$298K Buy
+3,724
New +$317K 0.07% 241

Other funds holding WSM

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Chicago Trust's WSM Position: Q2 2026 in Review

Chicago Trust increased its Williams-Sonoma (WSM) stake by 0.86% in Q2 2026, buying an estimated $8.52K and bringing the position to 5,067 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #121.

Chicago Trust first reported a position in WSM in Q2 2021 and has held it in 14 quarters since. 155 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Chicago Trust held 5,067 shares of Williams-Sonoma worth $1.18M as of Q2 2026.
  • Chicago Trust bought 43 Williams-Sonoma shares in Q2 2026, an estimated $8.52K.
  • Williams-Sonoma made up 0.17% of Chicago Trust's portfolio in Q2 2026, its #121 holding.
  • Chicago Trust first reported a position in Williams-Sonoma in Q2 2021 and has held it in 14 quarters since.
  • 155 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.