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Wedmont Private Capital’s Williams-Sonoma WSM Stock Holding History

Wedmont Private Capital’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 		$651K Buy
2,937
+96
+3% +$19K 0.02% 476
2026
Q1 		$533K Buy
2,841
+166
+6% +$33.1K 0.02% 476
2025
Q4 		$513K Buy
2,675
+260
+11% +$48.7K 0.02% 460
2025
Q3 		$457K Buy
2,415
+22
+0.9% +$4.21K 0.02% 487
2025
Q2 		$416K Buy
2,393
+91
+4% +$14.3K 0.02% 481
2025
Q1 		$341K Buy
2,302
+255
+12% +$49.3K 0.02% 487
2024
Q4 		$403K Buy
+2,047
New +$325K 0.02% 450

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

Wedmont Private Capital's WSM Position: Q2 2026 in Review

Wedmont Private Capital increased its Williams-Sonoma (WSM) stake by 3.4% in Q2 2026, buying an estimated $19K and bringing the position to 2,937 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #476.

Wedmont Private Capital first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Wedmont Private Capital held 2,937 shares of Williams-Sonoma worth $651K as of Q2 2026.
  • Wedmont Private Capital bought 96 Williams-Sonoma shares in Q2 2026, an estimated $19K.
  • Williams-Sonoma made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #476 holding.
  • Wedmont Private Capital first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.