McBroom & Associates’s Williams-Sonoma WSM Stock Holding History

McBroom & Associates’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 Q3	$952K	Sell	4,175 -3	-0.1%	-$693	0.58%	30
2026 Q2	$974K	Hold	4,178	–	–	0.49%	31
2026 Q1	$762K	Hold	4,178	–	–	0.42%	30
2025 Q4	$746K	Buy	4,178 +1	+0%	+$187	0.36%	32
2025 Q3	$816K	Hold	4,177	–	–	0.39%	30
2025 Q2	$660K	Hold	4,177	–	–	0.38%	31
2025 Q1	$660K	Hold	4,177	–	–	0.38%	31
2024 Q4	$773K	Sell	4,177 -3	-0.1%	-$476	0.44%	29
2024 Q3	$648K	Hold	4,180	–	–	0.4%	29
2024 Q2	$590K	Hold	4,180	–	–	0.37%	29
2024 Q1	$664K	Buy	4,180 +2	+0%	+$232	0.44%	27
2023 Q4	$422K	Sell	4,178 -4	-0.1%	-$346	0.31%	30
2023 Q3	$325K	Sell	4,182 -2	-0%	-$138	0.26%	33
2023 Q2	$262K	Hold	4,184	–	–	0.21%	34
2023 Q1	$255K	Buy	4,184 +4	+0.1%	+$250	0.23%	33
2022 Q4	$240K	Hold	4,180	–	–	0.26%	35
2022 Q3	$246K	Hold	4,180	–	–	0.28%	33
2022 Q2	$232K	Hold	4,180	–	–	0.25%	27
2022 Q1	$303K	Hold	4,180	–	–	0.27%	26
2021 Q4	$353K	Buy	+4,180	New	+$389K	0.27%	26

Other funds holding WSM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

McBroom & Associates's WSM Position: Q3 2026 in Review

McBroom & Associates reduced its Williams-Sonoma (WSM) stake by 0.07% in Q3 2026, selling an estimated $693 and leaving 4,175 shares worth $952K. The position accounts for 0.58% of the portfolio, ranked #30.

McBroom & Associates first reported a position in WSM in Q4 2021 and has held it in 20 quarters since. The position peaked at $974K in Q2 2026. 407 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

McBroom & Associates held 4,175 shares of Williams-Sonoma worth $952K as of Q3 2026.
McBroom & Associates sold 3 Williams-Sonoma shares in Q3 2026, an estimated $693.
Williams-Sonoma made up 0.58% of McBroom & Associates's portfolio in Q3 2026, its #30 holding.
McBroom & Associates first reported a position in Williams-Sonoma in Q4 2021 and has held it in 20 quarters since.
McBroom & Associates's Williams-Sonoma position peaked at $974K in Q2 2026.
407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.