Whittier Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $241K | Sell |
1,078
-39
| -3% | -$7.73K | ﹤0.01% | 600 |
|
|
2026
Q1 | $204K | Sell |
1,117
-18
| -2% | -$3.59K | ﹤0.01% | 588 |
|
|
2025
Q4 | $224K | Hold |
1,135
| – | – | ﹤0.01% | 580 |
|
|
2025
Q3 | $226K | Buy |
1,135
+94
| +9% | +$18K | ﹤0.01% | 568 |
|
|
2025
Q2 | $170K | Sell |
1,041
-77
| -7% | -$12.1K | ﹤0.01% | 692 |
|
|
2025
Q1 | $177K | Buy |
1,118
+521
| +87% | +$101K | ﹤0.01% | 671 |
|
|
2024
Q4 | $111K | Sell |
597
-53
| -8% | -$8.41K | ﹤0.01% | 773 |
|
|
2024
Q3 | $101K | Sell |
650
-210
| -24% | -$30.1K | ﹤0.01% | 790 |
|
|
2024
Q2 | $121K | Buy |
860
+450
| +110% | +$67.1K | ﹤0.01% | 741 |
|
|
2024
Q1 | $65.1K | Sell |
410
-274
| -40% | -$31.8K | ﹤0.01% | 879 |
|
|
2023
Q4 | $69K | Sell |
684
-258
| -27% | -$22.3K | ﹤0.01% | 851 |
|
|
2023
Q3 | $73.2K | Buy |
942
+4
| +0.4% | +$276 | ﹤0.01% | 841 |
|
|
2023
Q2 | $58.7K | Hold |
938
| – | – | ﹤0.01% | 897 |
|
|
2023
Q1 | $57.1K | Buy |
938
+318
| +51% | +$19.9K | ﹤0.01% | 946 |
|
|
2022
Q4 | $35.6K | Buy |
620
+420
| +210% | +$25.2K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 1316 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q1 | $15K | Buy |
+200
| New | +$15.1K | ﹤0.01% | 1272 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$123K | – | 1521 |
|
|
2020
Q2 | $123K | Sell |
3,000
-4,200
| -58% | -$143K | ﹤0.01% | 635 |
|
|
2020
Q1 | $153K | Buy |
7,200
+350
| +5% | +$11.1K | 0.01% | 577 |
|
|
2019
Q4 | $252K | Sell |
6,850
-2,800
| -29% | -$97.3K | 0.01% | 520 |
|
|
2019
Q3 | $328K | Buy |
+9,650
| New | +$319K | 0.01% | 467 |
|
|
2017
Q2 | – | Sell |
-248
| Closed | -$7K | – | 1339 |
|
|
2017
Q1 | $7K | Sell |
248
-2,978
| -92% | -$72.6K | ﹤0.01% | 1086 |
|
|
2016
Q4 | $78K | Sell |
3,226
-3,082
| -49% | -$78.5K | ﹤0.01% | 635 |
|
|
2016
Q3 | $161K | Sell |
6,308
-11,514
| -65% | -$301K | 0.01% | 488 |
|
|
2016
Q2 | $465K | Sell |
17,822
-10,178
| -36% | -$279K | 0.02% | 344 |
|
|
2016
Q1 | $766K | Hold |
28,000
| – | – | 0.03% | 288 |
|
|
2015
Q4 | $818K | Hold |
28,000
| – | – | 0.04% | 291 |
|
|
2015
Q3 | $1.07M | Hold |
28,000
| – | – | 0.05% | 243 |
|
|
2015
Q2 | $1.15M | Hold |
28,000
| – | – | 0.05% | 252 |
|
|
2015
Q1 | $1.12M | Hold |
28,000
| – | – | 0.05% | 251 |
|
|
2014
Q4 | $1.06M | Hold |
28,000
| – | – | 0.05% | 253 |
|
|
2014
Q3 | $932K | Hold |
28,000
| – | – | 0.05% | 255 |
|
|
2014
Q2 | $1M | Hold |
28,000
| – | – | 0.05% | 250 |
|
|
2014
Q1 | $933K | Hold |
28,000
| – | – | 0.05% | 253 |
|
|
2013
Q4 | $816K | Hold |
28,000
| – | – | 0.04% | 263 |
|
|
2013
Q3 | $787K | Hold |
28,000
| – | – | 0.04% | 270 |
|
|
2013
Q2 | $782K | Buy |
+28,000
| New | +$755K | 0.04% | 260 |
|
Other funds holding WSM
BC
Whittier Trust's WSM Position: Q2 2026 in Review
Whittier Trust reduced its Williams-Sonoma (WSM) stake by 3.5% in Q2 2026, selling an estimated $7.73K and leaving 1,078 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #600.
Whittier Trust first reported a position in WSM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.15M in Q2 2015. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Whittier Trust held 1,078 shares of Williams-Sonoma worth $241K as of Q2 2026.
- Whittier Trust sold 39 Williams-Sonoma shares in Q2 2026, an estimated $7.73K.
- Williams-Sonoma made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #600 holding.
- Whittier Trust first reported a position in Williams-Sonoma in Q2 2013 and has held it in 38 quarters since.
- Whittier Trust's Williams-Sonoma position peaked at $1.15M in Q2 2015.
- 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.