Leavell Investment Management’s Williams-Sonoma WSM Stock Holding History

Leavell Investment 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	$225K	Buy	+966	New	+$191K	0.01%	597
2025 Q4	–	Sell	-1,066	Closed	-$208K	–	609
2025 Q3	$208K	Buy	+1,066	New	+$204K	0.01%	571
2025 Q1	–	Sell	-1,349	Closed	-$250K	–	568
2024 Q4	$250K	Sell	1,349 -33	-2%	-$5.24K	0.01%	492
2024 Q3	$214K	Buy	+1,382	New	+$198K	0.01%	515
2024 Q2	–	Sell	-1,512	Closed	-$240K	–	514
2024 Q1	$240K	Buy	+1,512	New	+$176K	0.01%	453
2023 Q1	–	Sell	-13,582	Closed	-$780K	–	455
2022 Q4	$780K	Hold	13,582	–	–	0.06%	269
2022 Q3	$800K	Hold	13,582	–	–	0.06%	251
2022 Q2	$753K	Hold	13,582	–	–	0.06%	261
2022 Q1	$985K	Hold	13,582	–	–	0.07%	242
2021 Q4	$1.15M	Hold	13,582	–	–	0.08%	222
2021 Q3	$1.2M	Sell	13,582 -520	-4%	-$44K	0.09%	195
2021 Q2	$1.26M	Hold	14,102	–	–	0.1%	180
2021 Q1	$1.26M	Buy	14,102 +200	+1%	+$13.5K	0.1%	180
2020 Q4	$708K	Buy	13,902 +200	+1%	+$10.2K	0.06%	238
2020 Q3	$620K	Sell	13,702 -240	-2%	-$10.7K	0.05%	245
2020 Q2	$572K	Hold	13,942	–	–	0.06%	243
2020 Q1	$296K	Hold	13,942	–	–	0.03%	288
2019 Q4	$512K	Hold	13,942	–	–	0.05%	262
2019 Q3	$474K	Buy	13,942 +1,942	+16%	+$64.3K	0.05%	267
2019 Q2	$390K	Hold	12,000	–	–	0.04%	288
2019 Q1	$338K	Hold	12,000	–	–	0.04%	297
2018 Q4	$303K	Hold	12,000	–	–	0.04%	297
2018 Q3	$394K	Hold	12,000	–	–	0.04%	282
2018 Q2	$368K	Hold	12,000	–	–	0.04%	293
2018 Q1	$317K	Hold	12,000	–	–	0.04%	304
2017 Q4	$310K	Hold	12,000	–	–	0.04%	316
2017 Q3	$299K	Hold	12,000	–	–	0.04%	308
2017 Q2	$291K	Hold	12,000	–	–	0.04%	320
2017 Q1	$322K	Hold	12,000	–	–	0.04%	296
2016 Q4	$290K	Hold	12,000	–	–	0.04%	312
2016 Q3	$306K	Hold	12,000	–	–	0.05%	302
2016 Q2	$313K	Hold	12,000	–	–	0.05%	305
2016 Q1	$328K	Sell	12,000 -200	-2%	-$5.42K	0.05%	287
2015 Q4	$356K	Hold	12,200	–	–	0.05%	276
2015 Q3	$466K	Hold	12,200	–	–	0.07%	230
2015 Q2	$502K	Sell	12,200 -200	-2%	-$7.82K	0.08%	236
2015 Q1	$494K	Hold	12,400	–	–	0.07%	236
2014 Q4	$469K	Sell	12,400 -600	-5%	-$20.8K	0.07%	245
2014 Q3	$433K	Hold	13,000	–	–	0.07%	252
2014 Q2	$467K	Hold	13,000	–	–	0.07%	243
2014 Q1	$433K	Hold	13,000	–	–	0.07%	248
2013 Q4	$379K	Hold	13,000	–	–	0.06%	262
2013 Q3	$365K	Hold	13,000	–	–	0.07%	255
2013 Q2	$363K	Buy	+13,000	New	+$350K	0.07%	248

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leavell Investment Management's WSM Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 966 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in WSM as recently as Q3 2025.

Leavell Investment Management first reported a position in WSM in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.26M in Q2 2021. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Leavell Investment Management held 966 shares of Williams-Sonoma worth $225K as of Q2 2026.
Williams-Sonoma was a new Leavell Investment Management position in Q2 2026.
Williams-Sonoma made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #597 holding.
Leavell Investment Management first reported a position in Williams-Sonoma in Q2 2013 and has held it in 44 quarters since.
Leavell Investment Management's Williams-Sonoma position peaked at $1.26M in Q2 2021.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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