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LRI Investments’s Williams-Sonoma WSM Stock Holding History

LRI Investments’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 		$5.59K Sell
24
-6
-20% -$1.19K ﹤0.01% 1126
2026
Q1 		$5.47K Buy
+30
New +$5.99K ﹤0.01% 1070
2024
Q2 		– Sell
-32
Closed -$4.77K – 1142
2024
Q1 		$5.08K Buy
+32
New +$3.71K ﹤0.01% 623

Other funds holding WSM

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

LRI Investments's WSM Position: Q2 2026 in Review

LRI Investments reduced its Williams-Sonoma (WSM) stake by 20% in Q2 2026, selling an estimated $1.19K and leaving 24 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

LRI Investments first reported a position in WSM in Q1 2024 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • LRI Investments held 24 shares of Williams-Sonoma worth $5.59K as of Q2 2026.
  • LRI Investments sold 6 Williams-Sonoma shares in Q2 2026, an estimated $1.19K.
  • Williams-Sonoma made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1126 holding.
  • LRI Investments first reported a position in Williams-Sonoma in Q1 2024 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.