Quaker Wealth Management
WSM icon

Quaker Wealth Management’s Williams-Sonoma WSM Stock Holding History

Quaker Wealth 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
Q3 		$1.14K Hold
5
– – ﹤0.01% 540
2026
Q2 		$1.17K Hold
5
– – ﹤0.01% 546
2026
Q1 		$912 Sell
5
-12
-71% -$2.4K ﹤0.01% 552
2025
Q4 		$3.04K Buy
17
+1
+6% +$187 ﹤0.01% 404
2025
Q3 		$3.13K Hold
16
– – ﹤0.01% 352
2025
Q2 		$2.61K Buy
+16
New +$2.51K ﹤0.01% 378

Other funds holding WSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Quaker Wealth Management's WSM Position: Q3 2026 in Review

Quaker Wealth Management held its Williams-Sonoma (WSM) position steady in Q3 2026 at 5 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Quaker Wealth Management first reported a position in WSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.13K in Q3 2025. 655 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Quaker Wealth Management held 5 shares of Williams-Sonoma worth $1.14K as of Q3 2026.
  • Quaker Wealth Management left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #540 holding.
  • Quaker Wealth Management first reported a position in Williams-Sonoma in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Williams-Sonoma position peaked at $3.13K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.