QWM
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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
2025
Q2 		– Sell
-17
Closed -$2.69K – 1738
2025
Q1 		$2.69K Buy
+17
New +$3.29K ﹤0.01% 382

Other funds holding WSM

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
Handelsbanken Fonder
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 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

Quaker Wealth Management's WSM Position: Q2 2026 in Review

Quaker Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 5 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Quaker Wealth Management first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.13K in Q3 2025. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Quaker Wealth Management held 5 shares of Williams-Sonoma worth $1.17K as of Q2 2026.
  • Quaker Wealth Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Quaker Wealth Management first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Williams-Sonoma position peaked at $3.13K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.