JWM
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JGP Wealth Management’s Williams-Sonoma WSM Stock Holding History

JGP Wealth 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 		$13.7M Buy
58,844
+13,578
+30% +$2.69M 1.23% 20
2026
Q1 		$8.25M Buy
45,266
+4,791
+12% +$957K 0.86% 32
2025
Q4 		$7.23M Buy
40,475
+2,194
+6% +$411K 0.75% 36
2025
Q3 		$7.51M Buy
38,281
+27,337
+250% +$5.22M 0.83% 36
2025
Q2 		$1.79M Buy
10,944
+4,671
+74% +$733K 0.22% 67
2025
Q1 		$992K Sell
6,273
-3,378
-35% -$653K 0.13% 93
2024
Q4 		$1.79M Buy
9,651
+12
+0.1% +$1.9K 0.23% 65
2024
Q3 		$1.49M Buy
9,639
+133
+1% +$19.1K 0.19% 70
2024
Q2 		$1.34M Buy
9,506
+178
+2% +$26.5K 0.19% 67
2024
Q1 		$1.48M Sell
9,328
-2,122
-19% -$246K 0.22% 68
2023
Q4 		$1.16M Buy
11,450
+138
+1% +$11.9K 0.17% 79
2023
Q3 		$879K Buy
11,312
+280
+3% +$19.3K 0.15% 87
2023
Q2 		$690K Buy
11,032
+328
+3% +$19.5K 0.11% 99
2023
Q1 		$651K Sell
10,704
-22
-0.2% -$1.37K 0.11% 101
2022
Q4 		$616K Buy
10,726
+1,028
+11% +$61.7K 0.11% 101
2022
Q3 		$574K Sell
9,698
-44
-0.5% -$3.12K 0.12% 98
2022
Q2 		$590K Buy
+9,742
New +$630K 0.12% 97

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JGP Wealth Management's WSM Position: Q2 2026 in Review

JGP Wealth Management increased its Williams-Sonoma (WSM) stake by 30% in Q2 2026, buying an estimated $2.69M and bringing the position to 58,844 shares worth $13.7M. The position accounts for 1.23% of the portfolio, ranked #20.

JGP Wealth Management first reported a position in WSM in Q2 2022 and has held it in 17 quarters since. 281 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • JGP Wealth Management held 58,844 shares of Williams-Sonoma worth $13.7M as of Q2 2026.
  • JGP Wealth Management bought 13,578 Williams-Sonoma shares in Q2 2026, an estimated $2.69M.
  • Williams-Sonoma made up 1.23% of JGP Wealth Management's portfolio in Q2 2026, its #20 holding.
  • JGP Wealth Management first reported a position in Williams-Sonoma in Q2 2022 and has held it in 17 quarters since.
  • 281 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.