Cullen Investment Group’s Williams-Sonoma WSM Stock Holding History

Cullen Investment Group’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	$293K	Buy	1,258 +5	+0.4%	+$991	0.04%	158
2026 Q1	$229K	Buy	1,253 +3	+0.2%	+$599	0.03%	171
2025 Q4	$249K	Buy	1,250 +4	+0.3%	+$749	0.03%	162
2025 Q3	$249K	Buy	1,246 +3	+0.2%	+$573	0.03%	162
2025 Q2	$203K	Buy	+1,243	New	+$195K	0.03%	173
2025 Q1	–	Sell	-1,235	Closed	-$229K	–	182
2024 Q4	$229K	Sell	1,235 -113	-8%	-$17.9K	0.03%	165
2024 Q3	$209K	Buy	+1,348	New	+$193K	0.03%	174
2024 Q2	–	Sell	-1,340	Closed	-$208K	–	186
2024 Q1	$208K	Buy	+1,340	New	+$156K	0.03%	172

Other funds holding WSM

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

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

Cullen Investment Group's WSM Position: Q2 2026 in Review

Cullen Investment Group increased its Williams-Sonoma (WSM) stake by 0.4% in Q2 2026, buying an estimated $991 and bringing the position to 1,258 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #158.

Cullen Investment Group first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Cullen Investment Group held 1,258 shares of Williams-Sonoma worth $293K as of Q2 2026.
Cullen Investment Group bought 5 Williams-Sonoma shares in Q2 2026, an estimated $991.
Williams-Sonoma made up 0.04% of Cullen Investment Group's portfolio in Q2 2026, its #158 holding.
Cullen Investment Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
180 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.