M.E. Allison & Co’s Williams-Sonoma WSM Stock Holding History

M.E. Allison & Co’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	$433K	Hold	1,857	–	–	0.25%	106
2026 Q1	$339K	Hold	1,857	–	–	0.22%	119
2025 Q4	$332K	Hold	1,857	–	–	0.23%	119
2025 Q3	$363K	Sell	1,857 -400	-18%	-$76.4K	0.25%	108
2025 Q2	$369K	Hold	2,257	–	–	0.3%	95
2025 Q1	$357K	Hold	2,257	–	–	0.35%	85
2024 Q4	$418K	Buy	+2,257	New	+$358K	0.46%	67

Other funds holding WSM

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

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

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

M.E. Allison & Co's WSM Position: Q2 2026 in Review

M.E. Allison & Co held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,857 shares worth $433K. The position accounts for 0.25% of the portfolio, ranked #106.

M.E. Allison & Co first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

M.E. Allison & Co held 1,857 shares of Williams-Sonoma worth $433K as of Q2 2026.
M.E. Allison & Co left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.25% of M.E. Allison & Co's portfolio in Q2 2026, its #106 holding.
M.E. Allison & Co first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.