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Trust Asset Management’s Williams-Sonoma WSM Stock Holding History

Trust Asset 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 		$308K Sell
1,321
-35
-3% -$6.94K 0.02% 192
2026
Q1 		$247K Hold
1,356
– – 0.02% 204
2025
Q4 		$242K Sell
1,356
-49
-3% -$9.18K 0.02% 203
2025
Q3 		$275K Hold
1,405
– – 0.02% 197
2025
Q2 		$230K Buy
+1,405
New +$221K 0.02% 217

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

Trust Asset Management's WSM Position: Q2 2026 in Review

Trust Asset Management reduced its Williams-Sonoma (WSM) stake by 2.6% in Q2 2026, selling an estimated $6.94K and leaving 1,321 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #192.

Trust Asset Management first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Trust Asset Management held 1,321 shares of Williams-Sonoma worth $308K as of Q2 2026.
  • Trust Asset Management sold 35 Williams-Sonoma shares in Q2 2026, an estimated $6.94K.
  • Williams-Sonoma made up 0.02% of Trust Asset Management's portfolio in Q2 2026, its #192 holding.
  • Trust Asset Management first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.