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MassMutual Private Wealth & Trust’s Williams-Sonoma WSM Stock Holding History

MassMutual Private Wealth & Trust’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 		$326K Sell
1,397
-17
-1% -$3.37K 0.01% 376
2026
Q1 		$258K Sell
1,414
-311
-18% -$62.1K 0.01% 398
2025
Q4 		$308K Sell
1,725
-98
-5% -$18.4K 0.01% 370
2025
Q3 		$356K Sell
1,823
-333
-15% -$63.6K 0.01% 355
2025
Q2 		$352K Sell
2,156
-220
-9% -$34.5K 0.01% 365
2025
Q1 		$376K Sell
2,376
-987
-29% -$191K 0.01% 352
2024
Q4 		$623K Sell
3,363
-1,051
-24% -$167K 0.02% 294
2024
Q3 		$684K Sell
4,414
-152
-3% -$21.8K 0.02% 279
2024
Q2 		$645K Sell
4,566
-342
-7% -$51K 0.02% 277
2024
Q1 		$779K Buy
4,908
+190
+4% +$22.1K 0.02% 256
2023
Q4 		$476K Buy
4,718
+460
+11% +$39.8K 0.02% 296
2023
Q3 		$331K Buy
4,258
+12
+0.3% +$827 0.01% 327
2023
Q2 		$266K Sell
4,246
-154
-4% -$9.18K 0.01% 339
2023
Q1 		$268K Buy
4,400
+156
+4% +$9.74K 0.01% 330
2022
Q4 		$244K Buy
4,244
+466
+12% +$28K 0.01% 330
2022
Q3 		$223K Buy
3,778
+1,650
+78% +$117K 0.01% 325
2022
Q2 		$118K Buy
2,128
+2,074
+3,841% +$134K 0.01% 368
2022
Q1 		$4K Buy
54
+46
+575% +$3.48K ﹤0.01% 1008
2021
Q4 		$1K Buy
+8
New +$745 ﹤0.01% 1334
2017
Q3 		– Sell
-7,852
Closed -$190K – 1100
2017
Q2 		$190K Sell
7,852
-152
-2% -$3.88K 0.02% 331
2017
Q1 		$215K Buy
8,004
+696
+10% +$17K 0.02% 327
2016
Q4 		$177K Buy
+7,308
New +$186K 0.02% 282
2016
Q2 		$219K Buy
8,390
+176
+2% +$4.83K 0.03% 307
2016
Q1 		$225K Buy
8,214
+280
+4% +$7.59K 0.03% 283
2015
Q4 		$232K Buy
+7,934
New +$272K 0.03% 259
2015
Q2 		– Sell
-4,848
Closed -$193K – 825
2015
Q1 		$193K Buy
+4,848
New +$192K 0.03% 279

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's WSM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, selling an estimated $3.37K and leaving 1,397 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #376.

MassMutual Private Wealth & Trust first reported a position in WSM in Q1 2015 and has held it in 26 quarters since. The position peaked at $779K in Q1 2024. 409 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,397 shares of Williams-Sonoma worth $326K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 17 Williams-Sonoma shares in Q2 2026, an estimated $3.37K.
  • Williams-Sonoma made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #376 holding.
  • MassMutual Private Wealth & Trust first reported a position in Williams-Sonoma in Q1 2015 and has held it in 26 quarters since.
  • MassMutual Private Wealth & Trust's Williams-Sonoma position peaked at $779K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.