Hunter Associates Investment Management’s Williams-Sonoma WSM Stock Holding History

Hunter Associates 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	$1.13M	Sell	4,853 -976	-17%	-$193K	0.13%	137
2026 Q1	$1.07M	Buy	5,829 +3	+0.1%	+$599	0.14%	133
2025 Q4	$1.04M	Buy	5,826 +1	+0%	+$187	0.14%	125
2025 Q3	$1.14M	Sell	5,825 -86	-1%	-$16.4K	0.16%	119
2025 Q2	$964K	Sell	5,911 -495	-8%	-$77.7K	0.14%	128
2025 Q1	$1.01M	Sell	6,406 -6,117	-49%	-$1.18M	0.16%	122
2024 Q4	$2.32M	Sell	12,523 -2,356	-16%	-$374K	0.35%	70
2024 Q3	$2.3M	Sell	14,879 -247	-2%	-$35.4K	0.36%	66
2024 Q2	$2.14M	Sell	15,126 -2,688	-15%	-$401K	0.36%	66
2024 Q1	$2.83M	Buy	17,814 +1,890	+12%	+$219K	0.48%	54
2023 Q4	$1.6M	Buy	15,924 +558	+4%	+$48.3K	0.29%	84
2023 Q3	$1.19M	Buy	15,366 +3,812	+33%	+$263K	0.24%	98
2023 Q2	$729K	Buy	11,554 +6,806	+143%	+$406K	0.14%	132
2023 Q1	$290K	Buy	+4,748	New	+$296K	0.06%	207

Other funds holding WSM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Hunter Associates Investment Management's WSM Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Williams-Sonoma (WSM) stake by 17% in Q2 2026, selling an estimated $193K and leaving 4,853 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #137.

Hunter Associates Investment Management first reported a position in WSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.83M in Q1 2024. 307 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Hunter Associates Investment Management held 4,853 shares of Williams-Sonoma worth $1.13M as of Q2 2026.
Hunter Associates Investment Management sold 976 Williams-Sonoma shares in Q2 2026, an estimated $193K.
Williams-Sonoma made up 0.13% of Hunter Associates Investment Management's portfolio in Q2 2026, its #137 holding.
Hunter Associates Investment Management first reported a position in Williams-Sonoma in Q1 2023 and has held it in 14 quarters since.
Hunter Associates Investment Management's Williams-Sonoma position peaked at $2.83M in Q1 2024.
307 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.