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J. Team Financial’s Williams-Sonoma WSM Stock Holding History

J. Team Financial’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 		$391K Buy
1,675
+16
+1% +$3.17K 0.38% 55
2026
Q1 		$303K Sell
1,659
-225
-12% -$44.9K 0.34% 59
2025
Q4 		$337K Buy
1,884
+5
+0.3% +$937 0.34% 65
2025
Q3 		$367K Buy
+1,879
New +$359K 0.37% 52

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

J. Team Financial's WSM Position: Q2 2026 in Review

J. Team Financial increased its Williams-Sonoma (WSM) stake by 0.96% in Q2 2026, buying an estimated $3.17K and bringing the position to 1,675 shares worth $391K. The position accounts for 0.38% of the portfolio, ranked #55.

J. Team Financial first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • J. Team Financial held 1,675 shares of Williams-Sonoma worth $391K as of Q2 2026.
  • J. Team Financial bought 16 Williams-Sonoma shares in Q2 2026, an estimated $3.17K.
  • Williams-Sonoma made up 0.38% of J. Team Financial's portfolio in Q2 2026, its #55 holding.
  • J. Team Financial first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 503 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.