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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSM overviewAll 13F holders of WSMFull Q2 2026 holdings

Shares (Q2 2026)
5,344
Value
$1.25M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WSM by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,344$1.25M<0.1%−54−1.0%ReducedHolders
Q1 20265,398$984.2K<0.1%+61+1.1%AddedHolders
Q4 20255,337$953.1K<0.1%−19−0.4%ReducedHolders
Q3 20255,356$1.05M<0.1%−47−0.9%ReducedHolders
Q2 20255,403$882.7K<0.1%−608−10.1%ReducedHolders
Q1 20256,011$950.3K<0.1%+9+0.1%AddedHolders
Q4 20246,002$1.11M<0.1%−306−4.9%ReducedHolders
Q3 20246,308$977.2K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 20243,169$894.8K<0.1%+20+0.6%AddedHolders
Q1 20243,149$999.9K<0.1%−43−1.3%ReducedHolders
Q4 20233,192$644.1K<0.1%+204+6.8%AddedHolders
Q3 20232,988$464.3K<0.1%+18+0.6%AddedHolders
Q2 20232,970$371.7K<0.1%+2,970NewHolders
Q4 20220$00.0%−2,125−100.0%Sold outHolders
Q3 20222,125$250.0K<0.1%+29+1.4%AddedHolders
Q2 20222,096$233.0K<0.1%+382+22.3%AddedHolders
Q1 20221,714$249.0K<0.1%−46−2.6%ReducedHolders
Q4 20211,760$298.0K<0.1%+16+0.9%AddedHolders
Q3 20211,744$309.0K<0.1%+27+1.6%AddedHolders
Q2 20211,717$274.0K<0.1%+12+0.7%AddedHolders
Q1 20211,705$306.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.