Avalon Trust’s Williams-Sonoma WSM Stock Holding History

Avalon Trust’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
2025 Q4	–	Sell	-8	Closed	-$1.56K	–	624
2025 Q3	$1.56K	Buy	+8	New	+$1.53K	﹤0.01%	474

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avalon Trust's WSM Position: Q4 2025 in Review

Avalon Trust sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 8 shares — an estimated $1.56K sold.

Avalon Trust first reported a position in WSM in Q3 2025 and held it in 1 quarter. The position peaked at $1.56K in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Avalon Trust reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 8 Williams-Sonoma shares in Q4 2025, an estimated $1.56K.
Avalon Trust first reported a position in Williams-Sonoma in Q3 2025 and held it in 1 quarter.
Avalon Trust's Williams-Sonoma position peaked at $1.56K in Q3 2025.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.