IIL
WSM icon

Insight Inv LLC’s Williams-Sonoma WSM Stock Holding History

Insight Inv LLC’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 		$4.36M Sell
18,683
-655
-3% -$130K 2.05% 9
2026
Q1 		$3.53M Sell
19,338
-501
-3% -$100K 1.93% 16
2025
Q4 		$3.54M Sell
19,839
-551
-3% -$103K 1.99% 14
2025
Q3 		$3.99M Sell
20,390
-522
-2% -$99.8K 2.34% 8
2025
Q2 		$3.42M Sell
20,912
-695
-3% -$109K 2.29% 9
2025
Q1 		$3.42M Sell
21,607
-179
-0.8% -$34.6K 2.35% 6
2024
Q4 		$4.03M Sell
21,786
-80
-0.4% -$12.7K 2.81% 4
2024
Q3 		$3.39M Sell
21,866
-2,260
-9% -$324K 2.84% 3
2024
Q2 		$3.41M Sell
24,126
-2,024
-8% -$302K 2.94% 3
2024
Q1 		$4.15M Sell
26,150
-1,270
-5% -$147K 3.6% 2
2023
Q4 		$2.77M Sell
27,420
-20
-0.1% -$1.73K 2.71% 3
2023
Q3 		$2.17M Buy
27,440
+50
+0.2% +$3.44K 2.4% 6
2023
Q2 		$1.71M Buy
27,390
+3,550
+15% +$212K 1.76% 23
2023
Q1 		$1.45M Buy
23,840
+4,420
+23% +$276K 1.56% 31
2022
Q4 		$1.12M Buy
19,420
+3,300
+20% +$198K 1.13% 45
2022
Q3 		$950K Buy
16,120
+770
+5% +$54.6K 1.05% 46
2022
Q2 		$852K Buy
15,350
+5,700
+59% +$369K 0.86% 54
2022
Q1 		$700K Sell
9,650
-100
-1% -$7.57K 0.64% 60
2021
Q4 		$825K Buy
+9,750
New +$908K 0.76% 57

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

Insight Inv LLC's WSM Position: Q2 2026 in Review

Insight Inv LLC reduced its Williams-Sonoma (WSM) stake by 3.4% in Q2 2026, selling an estimated $130K and leaving 18,683 shares worth $4.36M. The position accounts for 2.05% of the portfolio, ranked #9.

Insight Inv LLC first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Insight Inv LLC held 18,683 shares of Williams-Sonoma worth $4.36M as of Q2 2026.
  • Insight Inv LLC sold 655 Williams-Sonoma shares in Q2 2026, an estimated $130K.
  • Williams-Sonoma made up 2.05% of Insight Inv LLC's portfolio in Q2 2026, its #9 holding.
  • Insight Inv LLC first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.