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Goelzer Investment Management’s Williams-Sonoma WSM Stock Holding History

Goelzer Investment Management’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 		$8.96M Sell
38,444
-1,129
-3% -$224K 0.39% 44
2026
Q1 		$7.22M Sell
39,573
-95
-0.2% -$19K 0.35% 61
2025
Q4 		$7.08M Sell
39,668
-461
-1% -$86.4K 0.33% 61
2025
Q3 		$7.84M Sell
40,129
-432
-1% -$82.6K 0.42% 52
2025
Q2 		$6.63M Buy
40,561
+7,139
+21% +$1.12M 0.36% 59
2025
Q1 		$5.28M Sell
33,422
-555
-2% -$107K 0.31% 77
2024
Q4 		$6.29M Sell
33,977
-772
-2% -$123K 0.37% 62
2024
Q3 		$5.38M Sell
34,749
-15,493
-31% -$2.22M 0.3% 84
2024
Q2 		$7.09M Sell
50,242
-558
-1% -$83.2K 0.4% 51
2024
Q1 		$8.07M Sell
50,800
-2,636
-5% -$306K 0.46% 44
2023
Q4 		$5.39M Sell
53,436
-1,538
-3% -$133K 0.35% 70
2023
Q3 		$4.27M Sell
54,974
-590
-1% -$40.6K 0.3% 75
2023
Q2 		$3.48M Sell
55,564
-1,380
-2% -$82.3K 0.29% 96
2023
Q1 		$3.46M Buy
56,944
+4,170
+8% +$260K 0.3% 98
2022
Q4 		$3.03M Buy
52,774
+1,484
+3% +$89.1K 0.26% 104
2022
Q3 		$3.02M Sell
51,290
-33,946
-40% -$2.41M 0.3% 99
2022
Q2 		$4.73M Buy
85,236
+2,626
+3% +$170K 0.46% 69
2022
Q1 		$5.99M Buy
82,610
+604
+0.7% +$45.7K 0.52% 61
2021
Q4 		$6.93M Sell
82,006
-3,056
-4% -$285K 0.57% 54
2021
Q3 		$7.54M Sell
85,062
-428
-0.5% -$36.2K 0.66% 45
2021
Q2 		$6.82M Buy
85,490
+4,588
+6% +$390K 0.57% 53
2021
Q1 		$7.25M Sell
80,902
-95,934
-54% -$6.48M 0.64% 48
2020
Q4 		$9M Sell
176,836
-3,670
-2% -$188K 0.83% 29
2020
Q3 		$8.16M Sell
180,506
-45,310
-20% -$2.01M 0.76% 34
2020
Q2 		$9.26M Sell
225,816
-18,358
-8% -$625K 0.89% 26
2020
Q1 		$5.19M Sell
244,174
-1,860
-0.8% -$59.1K 0.59% 47
2019
Q4 		$9.03M Buy
246,034
+8,626
+4% +$300K 0.77% 34
2019
Q3 		$8.07M Buy
237,408
+2,604
+1% +$86.2K 0.74% 38
2019
Q2 		$7.63M Buy
234,804
+3,324
+1% +$95.3K 0.7% 40
2019
Q1 		$6.51M Buy
231,480
+4,084
+2% +$113K 0.62% 43
2018
Q4 		$5.74M Buy
227,396
+192
+0.1% +$5.49K 0.73% 43
2018
Q3 		$7.47M Sell
227,204
-1,470
-0.6% -$46.6K 0.83% 36
2018
Q2 		$7.02M Buy
228,674
+5,304
+2% +$142K 0.82% 33
2018
Q1 		$5.89M Sell
223,370
-8,050
-3% -$213K 0.71% 46
2017
Q4 		$5.98M Sell
231,420
-3,610
-2% -$92K 0.67% 53
2017
Q3 		$5.86M Sell
235,030
-848
-0.4% -$19.7K 0.69% 47
2017
Q2 		$5.72M Buy
235,878
+84,106
+55% +$2.15M 0.7% 47
2017
Q1 		$4.07M Buy
151,772
+3,760
+3% +$91.6K 0.51% 83
2016
Q4 		$3.58M Buy
148,012
+1,890
+1% +$48.2K 0.47% 89
2016
Q3 		$3.73M Sell
146,122
-1,160
-0.8% -$30.3K 0.5% 82
2016
Q2 		$3.84M Buy
+147,282
New +$4.04M 0.53% 74

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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
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)
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

Goelzer Investment Management's WSM Position: Q2 2026 in Review

Goelzer Investment Management reduced its Williams-Sonoma (WSM) stake by 2.9% in Q2 2026, selling an estimated $224K and leaving 38,444 shares worth $8.96M. The position accounts for 0.39% of the portfolio, ranked #44.

Goelzer Investment Management first reported a position in WSM in Q2 2016 and has held it in 41 quarters since. The position peaked at $9.26M in Q2 2020. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Goelzer Investment Management held 38,444 shares of Williams-Sonoma worth $8.96M as of Q2 2026.
  • Goelzer Investment Management sold 1,129 Williams-Sonoma shares in Q2 2026, an estimated $224K.
  • Williams-Sonoma made up 0.39% of Goelzer Investment Management's portfolio in Q2 2026, its #44 holding.
  • Goelzer Investment Management first reported a position in Williams-Sonoma in Q2 2016 and has held it in 41 quarters since.
  • Goelzer Investment Management's Williams-Sonoma position peaked at $9.26M in Q2 2020.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.