Ehrlich Financial Group’s Williams-Sonoma WSM Stock Holding History

Ehrlich Financial 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	$325K	Hold	1,396	–	–	0.17%	91
2026 Q1	$255K	Hold	1,396	–	–	0.15%	102
2025 Q4	$249K	Hold	1,396	–	–	0.14%	98
2025 Q3	$273K	Hold	1,396	–	–	0.16%	95
2025 Q2	$228K	Hold	1,396	–	–	0.15%	98
2025 Q1	$221K	Hold	1,396	–	–	0.16%	93
2024 Q4	$259K	Hold	1,396	–	–	0.18%	91
2024 Q3	$216K	Buy	+1,396	New	+$200K	0.15%	104
2024 Q2	–	Sell	-1,714	Closed	-$272K	–	118
2024 Q1	$272K	Buy	+1,714	New	+$199K	0.23%	79

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

Ehrlich Financial Group's WSM Position: Q2 2026 in Review

Ehrlich Financial Group held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,396 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #91.

Ehrlich Financial Group first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Ehrlich Financial Group held 1,396 shares of Williams-Sonoma worth $325K as of Q2 2026.
Ehrlich Financial Group left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.17% of Ehrlich Financial Group's portfolio in Q2 2026, its #91 holding.
Ehrlich Financial Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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