Patton Fund Management’s Williams-Sonoma WSM Stock Holding History

Patton Fund Management’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	–	Sell	-1,306	Closed	-$238K	–	472
2026 Q1	$238K	Hold	1,306	–	–	0.04%	341
2025 Q4	$233K	Sell	1,306 -150	-10%	-$28.1K	0.03%	205
2025 Q3	$285K	Hold	1,456	–	–	0.05%	140
2025 Q2	$238K	Buy	+1,456	New	+$229K	0.05%	261

Other funds holding WSM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Patton Fund Management's WSM Position: Q2 2026 in Review

Patton Fund Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 1,306 shares — an estimated $238K sold.

Patton Fund Management first reported a position in WSM in Q2 2025 and held it in 4 quarters. The position peaked at $285K in Q3 2025. 177 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Patton Fund Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,306 Williams-Sonoma shares in Q2 2026, an estimated $238K.
Patton Fund Management first reported a position in Williams-Sonoma in Q2 2025 and held it in 4 quarters.
Patton Fund Management's Williams-Sonoma position peaked at $285K in Q3 2025.
177 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.