CX Institutional’s Williams-Sonoma WSM Stock Holding History

CX Institutional’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	$752K	Sell	3,225 -9	-0.3%	-$1.78K	0.02%	375
2026 Q1	$590K	Sell	3,234 -45	-1%	-$8.98K	0.02%	428
2025 Q4	$586K	Buy	3,279 +79	+2%	+$14.8K	0.02%	382
2025 Q3	$625K	Buy	+3,200	New	+$612K	0.02%	378
2022 Q4	–	Sell	-19,060	Closed	-$1.12M	–	582
2022 Q3	$1.12M	Buy	19,060 +4,166	+28%	+$296K	0.08%	241
2022 Q2	$826K	Buy	+14,894	New	+$963K	0.06%	256

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

CX Institutional's WSM Position: Q2 2026 in Review

CX Institutional reduced its Williams-Sonoma (WSM) stake by 0.28% in Q2 2026, selling an estimated $1.78K and leaving 3,225 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #375.

CX Institutional first reported a position in WSM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2022. 177 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

CX Institutional held 3,225 shares of Williams-Sonoma worth $752K as of Q2 2026.
CX Institutional sold 9 Williams-Sonoma shares in Q2 2026, an estimated $1.78K.
Williams-Sonoma made up 0.02% of CX Institutional's portfolio in Q2 2026, its #375 holding.
CX Institutional first reported a position in Williams-Sonoma in Q2 2022 and has held it in 6 quarters since.
CX Institutional's Williams-Sonoma position peaked at $1.12M in Q3 2022.
177 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.