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Cromwell Holdings’s Williams-Sonoma WSM Stock Holding History

Cromwell Holdings’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 		$83.7K Buy
359
+18
+5% +$3.57K 0.04% 395
2026
Q1 		$62.2K Hold
341
– – 0.04% 433
2025
Q4 		$60.9K Hold
341
– – 0.03% 429
2025
Q3 		$66.7K Buy
341
+30
+10% +$5.73K 0.04% 422
2025
Q2 		$50.8K Buy
311
+307
+7,675% +$48.2K 0.03% 460
2025
Q1 		$632 Buy
+4
New +$773 ﹤0.01% 726

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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

Cromwell Holdings's WSM Position: Q2 2026 in Review

Cromwell Holdings increased its Williams-Sonoma (WSM) stake by 5.3% in Q2 2026, buying an estimated $3.57K and bringing the position to 359 shares worth $83.7K. The position accounts for 0.04% of the portfolio, ranked #395.

Cromwell Holdings first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cromwell Holdings held 359 shares of Williams-Sonoma worth $83.7K as of Q2 2026.
  • Cromwell Holdings bought 18 Williams-Sonoma shares in Q2 2026, an estimated $3.57K.
  • Williams-Sonoma made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #395 holding.
  • Cromwell Holdings first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.