Indiana Trust & Investment Management’s Williams-Sonoma WSM Stock Holding History

Indiana Trust & 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	$466K	Hold	2,000	–	–	0.13%	112
2026 Q1	$365K	Hold	2,000	–	–	0.11%	129
2025 Q4	$357K	Hold	2,000	–	–	0.11%	134
2025 Q3	$391K	Hold	2,000	–	–	0.12%	128
2025 Q2	$327K	Hold	2,000	–	–	0.11%	137
2025 Q1	$316K	Hold	2,000	–	–	0.11%	134
2024 Q4	$370K	Hold	2,000	–	–	0.13%	121
2024 Q3	$310K	Hold	2,000	–	–	0.11%	136
2024 Q2	$282K	Hold	2,000	–	–	0.1%	131
2024 Q1	$318K	Hold	2,000	–	–	0.13%	125
2023 Q4	$202K	Hold	2,000	–	–	0.09%	151
2023 Q3	$155K	Buy	+2,000	New	+$138K	0.08%	165
2014 Q1	–	Sell	-2,000	Closed	-$58K	–	228
2013 Q4	$58K	Hold	2,000	–	–	0.03%	161
2013 Q3	$56K	Buy	+2,000	New	+$57.9K	0.03%	165

Other funds holding WSM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Indiana Trust & Investment Management's WSM Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2,000 shares worth $466K. The position accounts for 0.13% of the portfolio, ranked #112.

Indiana Trust & Investment Management first reported a position in WSM in Q3 2013 and has held it in 14 quarters since. 428 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Indiana Trust & Investment Management held 2,000 shares of Williams-Sonoma worth $466K as of Q2 2026.
Indiana Trust & Investment Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.13% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #112 holding.
Indiana Trust & Investment Management first reported a position in Williams-Sonoma in Q3 2013 and has held it in 14 quarters since.
428 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.