PKO Investment Management Joint-Stock’s Williams-Sonoma WSM Stock Holding History

PKO Investment Management Joint-Stock’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	$1.28M	Hold	5,500	–	–	0.09%	154
2026 Q1	$1M	Sell	5,500 -500	-8%	-$99.8K	0.08%	156
2025 Q4	$1.07M	Hold	6,000	–	–	0.09%	160
2025 Q3	$1.17M	Hold	6,000	–	–	0.1%	139
2025 Q2	$980K	Hold	6,000	–	–	0.11%	127
2025 Q1	$949K	Hold	6,000	–	–	0.11%	125
2024 Q4	$1.11M	Sell	6,000 -4,000	-40%	-$635K	0.14%	100
2024 Q3	$1.55M	Sell	10,000 -3,400	-25%	-$488K	0.19%	82
2024 Q2	$1.89M	Hold	13,400	–	–	0.23%	79
2024 Q1	$2.14M	Buy	13,400 +3,400	+34%	+$395K	0.25%	70
2023 Q4	$1.01M	Buy	+10,000	New	+$866K	0.13%	105

Other funds holding WSM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

PKO Investment Management Joint-Stock's WSM Position: Q2 2026 in Review

PKO Investment Management Joint-Stock held its Williams-Sonoma (WSM) position steady in Q2 2026 at 5,500 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #154.

PKO Investment Management Joint-Stock first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2024. 434 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

PKO Investment Management Joint-Stock held 5,500 shares of Williams-Sonoma worth $1.28M as of Q2 2026.
PKO Investment Management Joint-Stock left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.09% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #154 holding.
PKO Investment Management Joint-Stock first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
PKO Investment Management Joint-Stock's Williams-Sonoma position peaked at $2.14M in Q1 2024.
434 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.