Klein Pavlis & Peasley Financial’s Williams-Sonoma WSM Stock Holding History

Klein Pavlis & Peasley 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	$257K	Buy	+1,102	New	+$218K	0.13%	83
2025 Q2	–	Sell	-4,593	Closed	-$730K	–	84
2025 Q1	$730K	Sell	4,593 -1,216	-21%	-$235K	0.53%	61
2024 Q4	$1.08M	Buy	5,809 +219	+4%	+$34.8K	0.87%	41
2024 Q3	$866K	Buy	5,590 +300	+6%	+$43K	0.69%	54
2024 Q2	$747K	Sell	5,290 -3,710	-41%	-$553K	0.66%	55
2024 Q1	$1.43M	Sell	9,000 -5,116	-36%	-$594K	1.29%	29
2023 Q4	$1.42M	Buy	+14,116	New	+$1.22M	1.33%	27

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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

CSP

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Klein Pavlis & Peasley Financial's WSM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,102 shares worth $257K. The stake represents 0.13% of the portfolio and ranks #83 among its holdings. This is a return to the name: Klein Pavlis & Peasley Financial previously reported a position in WSM as recently as Q1 2025.

Klein Pavlis & Peasley Financial first reported a position in WSM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2024. 221 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Klein Pavlis & Peasley Financial held 1,102 shares of Williams-Sonoma worth $257K as of Q2 2026.
Williams-Sonoma was a new Klein Pavlis & Peasley Financial position in Q2 2026.
Williams-Sonoma made up 0.13% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #83 holding.
Klein Pavlis & Peasley Financial first reported a position in Williams-Sonoma in Q4 2023 and has held it in 7 quarters since.
Klein Pavlis & Peasley Financial's Williams-Sonoma position peaked at $1.43M in Q1 2024.
221 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.