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Oakworth Capital’s Williams-Sonoma WSM Stock Holding History

Oakworth Capital’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 		$121K Hold
530
– – 0.01% 340
2026
Q1 		$96.6K Hold
530
– – 0.01% 364
2025
Q4 		$94.7K Hold
530
– – 0.01% 356
2025
Q3 		$104K Buy
+530
New +$101K 0.01% 337

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Oakworth Capital's WSM Position: Q2 2026 in Review

Oakworth Capital held its Williams-Sonoma (WSM) position steady in Q2 2026 at 530 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #340.

Oakworth Capital first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Oakworth Capital held 530 shares of Williams-Sonoma worth $121K as of Q2 2026.
  • Oakworth Capital left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #340 holding.
  • Oakworth Capital first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.