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Apollon Wealth Management’s Williams-Sonoma WSM Stock Holding History

Apollon Wealth 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
Q1 		$274K Buy
1,505
+214
+17% +$42.7K ﹤0.01% 1161
2025
Q4 		$231K Buy
1,291
+100
+8% +$18.7K ﹤0.01% 1173
2025
Q3 		$233K Buy
+1,191
New +$228K ﹤0.01% 1159
2022
Q1 		– Sell
-24,158
Closed -$1.1M – 836
2021
Q4 		$1.1M Buy
+24,158
New +$2.25M 0.08% 259

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apollon Wealth Management's WSM Position: Q1 2026 in Review

Apollon Wealth Management increased its Williams-Sonoma (WSM) stake by 17% in Q1 2026, buying an estimated $42.7K and bringing the position to 1,505 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Apollon Wealth Management first reported a position in WSM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Apollon Wealth Management held 1,505 shares of Williams-Sonoma worth $274K as of Q1 2026.
  • Apollon Wealth Management bought 214 Williams-Sonoma shares in Q1 2026, an estimated $42.7K.
  • Williams-Sonoma made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1161 holding.
  • Apollon Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and has held it in 4 quarters since.
  • Apollon Wealth Management's Williams-Sonoma position peaked at $1.1M in Q4 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.