New Mexico Educational Retirement Board’s Williams-Sonoma WSM Stock Holding History

New Mexico Educational Retirement Board’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	$1.38M	Buy	5,900 +100	+2%	+$19.8K	0.03%	562
2026 Q1	$1.06M	Hold	5,800	–	–	0.03%	614
2025 Q4	$1.04M	Buy	5,800 +200	+4%	+$37.5K	0.03%	644
2025 Q3	$1.09M	Hold	5,600	–	–	0.03%	603
2025 Q2	$915K	Hold	5,600	–	–	0.03%	667
2025 Q1	$885K	Sell	5,600 -20,400	-78%	-$3.94M	0.03%	667
2024 Q4	$4.82M	Hold	26,000	–	–	0.16%	95
2024 Q3	$4.03M	Hold	26,000	–	–	0.14%	119
2024 Q2	$3.67M	Sell	26,000 -1,200	-4%	-$179K	0.13%	124
2024 Q1	$4.32M	Hold	27,200	–	–	0.16%	107
2023 Q4	$2.74M	Hold	27,200	–	–	0.11%	163
2023 Q3	$2.11M	Hold	27,200	–	–	0.09%	206
2023 Q2	$1.7M	Buy	27,200 +3,000	+12%	+$179K	0.07%	278
2023 Q1	$1.47M	Buy	24,200 +2,200	+10%	+$137K	0.07%	280
2022 Q4	$1.26M	Hold	22,000	–	–	0.07%	313
2022 Q3	$1.3M	Hold	22,000	–	–	0.07%	292
2022 Q2	$1.22M	Sell	22,000 -9,800	-31%	-$634K	0.06%	324
2022 Q1	$2.31M	Hold	31,800	–	–	0.09%	224
2021 Q4	$2.69M	Hold	31,800	–	–	0.09%	201
2021 Q3	$2.82M	Hold	31,800	–	–	0.1%	183
2021 Q2	$2.54M	Buy	31,800 +4,600	+17%	+$391K	0.09%	213
2021 Q1	$2.44M	Hold	27,200	–	–	0.1%	190
2020 Q4	$1.39M	Sell	27,200 -4,800	-15%	-$246K	0.06%	336
2020 Q3	$1.45M	Sell	32,000 -5,000	-14%	-$222K	0.07%	293
2020 Q2	$1.52M	Hold	37,000	–	–	0.07%	282
2020 Q1	$787K	Buy	37,000 +9,200	+33%	+$292K	0.05%	465
2019 Q4	$1.02M	Hold	27,800	–	–	0.04%	466
2019 Q3	$945K	Hold	27,800	–	–	0.04%	480
2019 Q2	$904K	Sell	27,800 -4,800	-15%	-$138K	0.04%	506
2019 Q1	$917K	Hold	32,600	–	–	0.04%	546
2018 Q4	$822K	Sell	32,600 -3,200	-9%	-$91.5K	0.04%	539
2018 Q3	$1.18M	Hold	35,800	–	–	0.04%	499
2018 Q2	$1.1M	Sell	35,800 -7,000	-16%	-$187K	0.04%	533
2018 Q1	$1.13M	Buy	42,800 +3,400	+9%	+$89.9K	0.04%	551
2017 Q4	$1.02M	Buy	+39,400	New	+$1M	0.04%	602

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

New Mexico Educational Retirement Board's WSM Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Williams-Sonoma (WSM) stake by 1.7% in Q2 2026, buying an estimated $19.8K and bringing the position to 5,900 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #562.

New Mexico Educational Retirement Board first reported a position in WSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.82M in Q4 2024. 383 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

New Mexico Educational Retirement Board held 5,900 shares of Williams-Sonoma worth $1.38M as of Q2 2026.
New Mexico Educational Retirement Board bought 100 Williams-Sonoma shares in Q2 2026, an estimated $19.8K.
Williams-Sonoma made up 0.03% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #562 holding.
New Mexico Educational Retirement Board first reported a position in Williams-Sonoma in Q4 2017 and has held it in 35 quarters since.
New Mexico Educational Retirement Board's Williams-Sonoma position peaked at $4.82M in Q4 2024.
383 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.