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Martin Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Martin Capital Advisors’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 		$5.85M Buy
25,094
+582
+2% +$115K 3.07% 7
2026
Q1 		$4.47M Buy
24,512
+77
+0.3% +$15.4K 2.82% 9
2025
Q4 		$4.36M Buy
24,435
+375
+2% +$70.3K 2.56% 9
2025
Q3 		$4.7M Buy
24,060
+3
+0% +$573 2.84% 7
2025
Q2 		$3.93M Buy
24,057
+300
+1% +$47.1K 2.56% 10
2025
Q1 		$3.76M Sell
23,757
-1,005
-4% -$194K 2.68% 9
2024
Q4 		$4.59M Buy
24,762
+970
+4% +$154K 2.95% 7
2024
Q3 		$3.69M Buy
23,792
+144
+0.6% +$20.7K 2.63% 8
2024
Q2 		$3.34M Buy
23,648
+6
+0% +$894 2.5% 9
2024
Q1 		$3.75M Sell
23,642
-70
-0.3% -$8.13K 2.94% 7
2023
Q4 		$2.39M Buy
23,712
+232
+1% +$20.1K 2.02% 13
2023
Q3 		$1.82M Buy
23,480
+860
+4% +$59.2K 1.78% 14
2023
Q2 		$1.42M Buy
22,620
+320
+1% +$19.1K 1.3% 25
2023
Q1 		$1.36M Sell
22,300
-1,780
-7% -$111K 1.4% 22
2022
Q4 		$1.38M Buy
24,080
+4,600
+24% +$276K 1.55% 22
2022
Q3 		$1.15M Sell
19,480
-8,000
-29% -$568K 1.69% 20
2022
Q2 		$1.52M Hold
27,480
– – 1.34% 22
2022
Q1 		$1.99M Sell
27,480
-320
-1% -$24.2K 1.36% 21
2021
Q4 		$2.35M Buy
+27,800
New +$2.59M 1.45% 22

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
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

Martin Capital Advisors's WSM Position: Q2 2026 in Review

Martin Capital Advisors increased its Williams-Sonoma (WSM) stake by 2.4% in Q2 2026, buying an estimated $115K and bringing the position to 25,094 shares worth $5.85M. The position accounts for 3.07% of the portfolio, ranked #7.

Martin Capital Advisors first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. 359 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Martin Capital Advisors held 25,094 shares of Williams-Sonoma worth $5.85M as of Q2 2026.
  • Martin Capital Advisors bought 582 Williams-Sonoma shares in Q2 2026, an estimated $115K.
  • Williams-Sonoma made up 3.07% of Martin Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Martin Capital Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • 359 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.