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Crossmark Global Holdings’s Williams-Sonoma WSM Stock Holding History

Crossmark Global 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 		$807K Sell
3,462
-1,659
-32% -$329K 0.01% 706
2026
Q1 		$934K Sell
5,121
-142
-3% -$28.4K 0.01% 628
2025
Q4 		$940K Sell
5,263
-8,989
-63% -$1.68M 0.01% 628
2025
Q3 		$2.79M Sell
14,252
-39,391
-73% -$7.53M 0.04% 363
2025
Q2 		$8.76M Buy
53,643
+2,864
+6% +$450K 0.14% 175
2025
Q1 		$8.03M Buy
50,779
+12,440
+32% +$2.4M 0.14% 175
2024
Q4 		$7.1M Sell
38,339
-10,959
-22% -$1.74M 0.13% 187
2024
Q3 		$7.64M Sell
49,298
-44,954
-48% -$6.45M 0.14% 182
2024
Q2 		$6.65M Buy
94,252
+49,566
+111% +$7.39M 0.13% 187
2024
Q1 		$7.09M Sell
44,686
-147,928
-77% -$17.2M 0.14% 175
2023
Q4 		$19.4M Sell
192,614
-7,922
-4% -$686K 0.4% 47
2023
Q3 		$16M Buy
200,536
+40,736
+25% +$2.81M 0.36% 56
2023
Q2 		$11.2M Sell
159,800
-298
-0.2% -$17.8K 0.24% 109
2023
Q1 		$9.74M Buy
160,098
+5,178
+3% +$323K 0.23% 119
2022
Q4 		$8.9M Buy
154,920
+4,614
+3% +$277K 0.22% 125
2022
Q3 		$8.86M Buy
150,306
+1,840
+1% +$131K 0.25% 104
2022
Q2 		$8.24M Buy
148,466
+132,386
+823% +$8.56M 0.21% 122
2022
Q1 		$1.17M Sell
16,080
-33,154
-67% -$2.51M 0.03% 569
2021
Q4 		$4.16M Buy
49,234
+28,580
+138% +$2.66M 0.09% 229
2021
Q3 		$1.83M Buy
20,654
+194
+0.9% +$16.4K 0.04% 411
2021
Q2 		$1.63M Buy
20,460
+820
+4% +$69.8K 0.04% 448
2021
Q1 		$1.76M Buy
19,640
+280
+1% +$18.9K 0.04% 410
2020
Q4 		$986K Buy
19,360
+5,400
+39% +$277K 0.02% 578
2020
Q3 		$631K Buy
13,960
+20
+0.1% +$889 0.02% 682
2020
Q2 		$572K Buy
13,940
+880
+7% +$29.9K 0.02% 702
2020
Q1 		$278K Sell
13,060
-240
-2% -$7.63K 0.01% 891
2019
Q4 		$488K Sell
13,300
-80
-0.6% -$2.78K 0.01% 812
2019
Q3 		$455K Sell
13,380
-820
-6% -$27.1K 0.01% 825
2019
Q2 		$462K Sell
14,200
-630
-4% -$18.1K 0.01% 845
2019
Q1 		$417K Sell
14,830
-220
-1% -$6.07K 0.01% 924
2018
Q4 		$380K Sell
15,050
-680
-4% -$19.4K 0.01% 911
2018
Q3 		$517K Buy
15,730
+280
+2% +$8.88K 0.01% 929
2018
Q2 		$474K Sell
15,450
-160
-1% -$4.28K 0.01% 986
2018
Q1 		$412K Sell
15,610
-1,730
-10% -$45.7K 0.01% 1053
2017
Q4 		$448K Buy
17,340
+810
+5% +$20.6K 0.01% 1080
2017
Q3 		$412K Buy
+16,530
New +$384K 0.01% 1091
2016
Q3 		$412K Buy
+16,530
New +$432K 0.01% 1091

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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Crossmark Global Holdings's WSM Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Williams-Sonoma (WSM) stake by 32% in Q2 2026, selling an estimated $329K and leaving 3,462 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #706.

Crossmark Global Holdings first reported a position in WSM in Q3 2016 and has held it in 37 quarters since. The position peaked at $19.4M in Q4 2023. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Crossmark Global Holdings held 3,462 shares of Williams-Sonoma worth $807K as of Q2 2026.
  • Crossmark Global Holdings sold 1,659 Williams-Sonoma shares in Q2 2026, an estimated $329K.
  • Williams-Sonoma made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #706 holding.
  • Crossmark Global Holdings first reported a position in Williams-Sonoma in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Williams-Sonoma position peaked at $19.4M in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.