IPAM
WSM icon

Investment Partners Asset Management’s Williams-Sonoma WSM Stock Holding History

Investment Partners Asset 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 		$377K Hold
1,619
– – 0.21% 123
2026
Q1 		$295K Sell
1,619
-5
-0.3% -$998 0.18% 130
2025
Q4 		$290K Sell
1,624
-38
-2% -$7.12K 0.18% 134
2025
Q3 		$325K Sell
1,662
-65
-4% -$12.4K 0.21% 128
2025
Q2 		$282K Buy
1,727
+10
+0.6% +$1.57K 0.2% 126
2025
Q1 		$271K Sell
1,717
-3
-0.2% -$580 0.21% 120
2024
Q4 		$319K Sell
1,720
-3
-0.2% -$476 0.25% 111
2024
Q3 		$267K Sell
1,723
-159
-8% -$22.8K 0.22% 116
2024
Q2 		$266K Sell
1,882
-160
-8% -$23.8K 0.24% 108
2024
Q1 		$324K Sell
2,042
-226
-10% -$26.2K 0.29% 102
2023
Q4 		$229K Buy
+2,268
New +$196K 0.23% 113

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

Investment Partners Asset Management's WSM Position: Q2 2026 in Review

Investment Partners Asset Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,619 shares worth $377K. The position accounts for 0.21% of the portfolio, ranked #123.

Investment Partners Asset Management first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 336 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Investment Partners Asset Management held 1,619 shares of Williams-Sonoma worth $377K as of Q2 2026.
  • Investment Partners Asset Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.21% of Investment Partners Asset Management's portfolio in Q2 2026, its #123 holding.
  • Investment Partners Asset Management first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 336 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.