IHL
WSM icon

Investment House LLC’s Williams-Sonoma WSM Stock Holding History

Investment House 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 		$30.8M Sell
132,046
-1,249
-0.9% -$248K 1.39% 16
2026
Q1 		$24.3M Sell
133,295
-203
-0.2% -$40.5K 1.26% 17
2025
Q4 		$23.8M Sell
133,498
-114
-0.1% -$21.4K 1.13% 20
2025
Q3 		$26.1M Buy
133,612
+424
+0.3% +$81K 1.24% 21
2025
Q2 		$21.8M Buy
133,188
+15,757
+13% +$2.47M 1.1% 24
2025
Q1 		$18.6M Buy
117,431
+5,120
+5% +$989K 1.06% 24
2024
Q4 		$20.8M Sell
112,311
-133
-0.1% -$21.1K 1.13% 24
2024
Q3 		$17.4M Sell
112,444
-1,144
-1% -$164K 0.94% 26
2024
Q2 		$16M Sell
113,588
-346
-0.3% -$51.6K 0.91% 25
2024
Q1 		$18.1M Buy
113,934
+24,330
+27% +$2.82M 1.06% 25
2023
Q4 		$9.04M Buy
89,604
+1,980
+2% +$171K 0.64% 43
2023
Q3 		$6.81M Buy
87,624
+42,754
+95% +$2.94M 0.54% 54
2023
Q2 		$2.81M Buy
+44,870
New +$2.67M 0.21% 82

Other funds holding WSM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Investment House LLC's WSM Position: Q2 2026 in Review

Investment House LLC reduced its Williams-Sonoma (WSM) stake by 0.94% in Q2 2026, selling an estimated $248K and leaving 132,046 shares worth $30.8M. The position accounts for 1.39% of the portfolio, ranked #16.

Investment House LLC first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. 368 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Investment House LLC held 132,046 shares of Williams-Sonoma worth $30.8M as of Q2 2026.
  • Investment House LLC sold 1,249 Williams-Sonoma shares in Q2 2026, an estimated $248K.
  • Williams-Sonoma made up 1.39% of Investment House LLC's portfolio in Q2 2026, its #16 holding.
  • Investment House LLC first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
  • 368 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.