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Sachetta’s Williams-Sonoma WSM Stock Holding History

Sachetta’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 		$16.3K Buy
70
+19
+37% +$3.77K 0.01% 344
2026
Q1 		$9.3K Hold
51
– – 0.01% 457
2025
Q4 		$9.11K Hold
51
– – 0.01% 421
2025
Q3 		$9.97K Hold
51
– – ﹤0.01% 462
2025
Q2 		$8.33K Buy
51
+7
+16% +$1.1K ﹤0.01% 484
2025
Q1 		$6.96K Hold
44
– – ﹤0.01% 499
2024
Q4 		$8.15K Hold
44
– – ﹤0.01% 486
2024
Q3 		$6.82K Sell
44
-52
-54% -$7.46K ﹤0.01% 558
2024
Q2 		$7.19K Buy
96
+56
+140% +$8.35K ﹤0.01% 512
2024
Q1 		$4.04K Hold
40
– – ﹤0.01% 559
2023
Q4 		$4.04K Buy
+40
New +$3.46K ﹤0.01% 559

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Sachetta's WSM Position: Q2 2026 in Review

Sachetta increased its Williams-Sonoma (WSM) stake by 37% in Q2 2026, buying an estimated $3.77K and bringing the position to 70 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Sachetta first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 198 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sachetta held 70 shares of Williams-Sonoma worth $16.3K as of Q2 2026.
  • Sachetta bought 19 Williams-Sonoma shares in Q2 2026, an estimated $3.77K.
  • Williams-Sonoma made up 0.01% of Sachetta's portfolio in Q2 2026, its #344 holding.
  • Sachetta first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 198 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.