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ADKINS SEALE CAPITAL MANAGEMENT LLC’s Williams-Sonoma WSM Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$1.3M Sell
5,588
-20
-0.4% -$3.96K 1.16% 21
2026
Q1 		$1.02M Sell
5,608
-669
-11% -$134K 1.01% 26
2025
Q4 		$1.12M Buy
+6,277
New +$1.18M 1.11% 22

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's WSM Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC reduced its Williams-Sonoma (WSM) stake by 0.36% in Q2 2026, selling an estimated $3.96K and leaving 5,588 shares worth $1.3M. The position accounts for 1.16% of the portfolio, ranked #21.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 5,588 shares of Williams-Sonoma worth $1.3M as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC sold 20 Williams-Sonoma shares in Q2 2026, an estimated $3.96K.
  • Williams-Sonoma made up 1.16% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #21 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.