Creative Capital Management Investments’s Williams-Sonoma WSM Stock Holding History

Creative Capital Management Investments’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	$5.59K	Buy	+24	New	+$4.76K	﹤0.01%	383

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

Creative Capital Management Investments's WSM Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Williams-Sonoma (WSM) in Q2 2026: 24 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Creative Capital Management Investments held 24 shares of Williams-Sonoma worth $5.59K as of Q2 2026.
Williams-Sonoma was a new Creative Capital Management Investments position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #383 holding.
248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.