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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

McBroom & Associates's WSM Position: Q2 2026 in Review

McBroom & Associates held its Williams-Sonoma (WSM) position steady in Q2 2026 at 4,178 shares worth $974K. The position accounts for 0.49% of the portfolio, ranked #31.

McBroom & Associates first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. 383 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

McBroom & Associates held 4,178 shares of Williams-Sonoma worth $974K as of Q2 2026.
McBroom & Associates left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.49% of McBroom & Associates's portfolio in Q2 2026, its #31 holding.
McBroom & Associates first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
383 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.