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Greenleaf Trust’s Williams-Sonoma WSM Stock Holding History

Greenleaf Trust’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 		$1.25M Sell
5,344
-54
-1% -$10.7K 0.01% 309
2026
Q1 		$984K Buy
5,398
+61
+1% +$12.2K 0.01% 338
2025
Q4 		$953K Sell
5,337
-19
-0.4% -$3.56K 0.01% 344
2025
Q3 		$1.05M Sell
5,356
-47
-0.9% -$8.98K 0.01% 316
2025
Q2 		$883K Sell
5,403
-608
-10% -$95.5K 0.01% 348
2025
Q1 		$950K Buy
6,011
+9
+0.1% +$1.74K 0.01% 339
2024
Q4 		$1.11M Sell
6,002
-306
-5% -$48.6K 0.01% 299
2024
Q3 		$977K Sell
6,308
-30
-0.5% -$4.3K 0.01% 333
2024
Q2 		$895K Buy
6,338
+40
+0.6% +$5.96K 0.01% 320
2024
Q1 		$1,000K Sell
6,298
-86
-1% -$9.98K 0.01% 303
2023
Q4 		$644K Buy
6,384
+408
+7% +$35.3K 0.01% 390
2023
Q3 		$464K Buy
5,976
+36
+0.6% +$2.48K 0.01% 456
2023
Q2 		$372K Buy
+5,940
New +$354K ﹤0.01% 533
2022
Q4 		– Sell
-4,250
Closed -$250K – 777
2022
Q3 		$250K Buy
4,250
+58
+1% +$4.12K ﹤0.01% 604
2022
Q2 		$233K Buy
4,192
+764
+22% +$49.4K ﹤0.01% 634
2022
Q1 		$249K Sell
3,428
-92
-3% -$6.96K ﹤0.01% 654
2021
Q4 		$298K Buy
3,520
+32
+0.9% +$2.98K ﹤0.01% 604
2021
Q3 		$309K Buy
3,488
+54
+2% +$4.57K ﹤0.01% 570
2021
Q2 		$274K Buy
3,434
+24
+0.7% +$2.04K ﹤0.01% 610
2021
Q1 		$306K Buy
+3,410
New +$230K ﹤0.01% 538
2017
Q1 		– Sell
-138,390
Closed -$3.35M – 333
2016
Q4 		$3.35M Sell
138,390
-4,630
-3% -$118K 0.09% 65
2016
Q3 		$3.65M Buy
+143,020
New +$3.74M 0.1% 63

Other funds holding WSM

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

Greenleaf Trust's WSM Position: Q2 2026 in Review

Greenleaf Trust reduced its Williams-Sonoma (WSM) stake by 1% in Q2 2026, selling an estimated $10.7K and leaving 5,344 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #309.

Greenleaf Trust first reported a position in WSM in Q3 2016 and has held it in 22 quarters since. The position peaked at $3.65M in Q3 2016. 180 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Greenleaf Trust held 5,344 shares of Williams-Sonoma worth $1.25M as of Q2 2026.
  • Greenleaf Trust sold 54 Williams-Sonoma shares in Q2 2026, an estimated $10.7K.
  • Williams-Sonoma made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #309 holding.
  • Greenleaf Trust first reported a position in Williams-Sonoma in Q3 2016 and has held it in 22 quarters since.
  • Greenleaf Trust's Williams-Sonoma position peaked at $3.65M in Q3 2016.
  • 180 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.