Gleason Group’s Williams-Sonoma WSM Stock Holding History

Gleason 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	$1.58M	Buy	6,788 +28	+0.4%	+$5.55K	0.14%	38
2026 Q1	$1.23M	Sell	6,760 -5,933	-47%	-$1.18M	0.12%	40
2025 Q4	$2.27M	Buy	12,693 +48	+0.4%	+$8.99K	0.22%	28
2025 Q3	$2.47M	Buy	12,645 +42	+0.3%	+$8.03K	0.25%	27
2025 Q2	$2.06M	Buy	12,603 +53	+0.4%	+$8.32K	0.22%	29
2025 Q1	$1.98M	Buy	12,550 +34	+0.3%	+$6.57K	0.36%	25
2024 Q4	$2.32M	Sell	12,516 -5,570	-31%	-$884K	0.41%	21
2024 Q3	$2.8M	Buy	18,086 +78	+0.4%	+$11.2K	0.51%	21
2024 Q2	$2.54M	Buy	18,008 +70	+0.4%	+$10.4K	0.52%	20
2024 Q1	$2.85M	Buy	17,938 +72	+0.4%	+$8.36K	0.6%	19
2023 Q4	$1.8M	Buy	17,866 +88	+0.5%	+$7.62K	0.41%	21
2023 Q3	$1.38M	Buy	17,778 +110	+0.6%	+$7.58K	0.36%	24
2023 Q2	$1.11M	Buy	17,668 +142	+0.8%	+$8.46K	0.29%	31
2023 Q1	$1.07M	Buy	17,526 +108	+0.6%	+$6.74K	0.31%	33
2022 Q4	$1M	Buy	17,418 +112	+0.6%	+$6.72K	0.31%	33
2022 Q3	$1.02M	Buy	17,306 +80	+0.5%	+$5.68K	0.35%	24
2022 Q2	$956K	Buy	17,226 +104	+0.6%	+$6.73K	0.33%	27
2022 Q1	$1.24M	Buy	17,122 +90	+0.5%	+$6.81K	0.37%	23
2021 Q4	$1.44M	Buy	17,032 +58	+0.3%	+$5.4K	0.47%	20
2021 Q3	$1.5M	Buy	16,974 +52	+0.3%	+$4.4K	0.54%	18
2021 Q2	$1.35M	Buy	16,922 +60	+0.4%	+$5.11K	0.49%	19
2021 Q1	$1.51M	Buy	16,862 +68	+0.4%	+$4.59K	0.59%	18
2020 Q4	$855K	Buy	16,794 +80	+0.5%	+$4.1K	0.41%	27
2020 Q3	$756K	Buy	16,714 +86	+0.5%	+$3.82K	0.44%	29
2020 Q2	$682K	Buy	16,628 +106	+0.6%	+$3.61K	0.42%	29
2020 Q1	$351K	Buy	16,522 +126	+0.8%	+$4K	0.28%	44
2019 Q4	$602K	Buy	+16,396	New	+$570K	0.36%	36

Other funds holding WSM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return