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Avion Wealth’s Williams-Sonoma WSM Stock Holding History

Avion Wealth’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 		$12K Buy
52
+19
+58% +$3.77K ﹤0.01% 554
2026
Q1 		$6K Buy
33
+4
+14% +$799 ﹤0.01% 636
2025
Q4 		$5K Sell
29
-5
-15% -$937 ﹤0.01% 682
2025
Q3 		$6K Buy
34
+8
+31% +$1.53K ﹤0.01% 634
2025
Q2 		$4K Buy
26
+6
+30% +$942 ﹤0.01% 698
2025
Q1 		$3K Hold
20
– – ﹤0.01% 683
2024
Q4 		$3K Buy
20
+2
+11% +$317 ﹤0.01% 680
2024
Q3 		$2K Sell
18
-12
-40% -$1.72K ﹤0.01% 735
2024
Q2 		$4K Buy
30
+12
+67% +$1.79K ﹤0.01% 537
2024
Q1 		$3K Hold
18
– – ﹤0.01% 609
2023
Q4 		$2K Buy
+18
New +$1.56K ﹤0.01% 639

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's WSM Position: Q2 2026 in Review

Avion Wealth increased its Williams-Sonoma (WSM) stake by 58% in Q2 2026, buying an estimated $3.77K and bringing the position to 52 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Avion Wealth first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Avion Wealth held 52 shares of Williams-Sonoma worth $12K as of Q2 2026.
  • Avion Wealth bought 19 Williams-Sonoma shares in Q2 2026, an estimated $3.77K.
  • Williams-Sonoma made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #554 holding.
  • Avion Wealth first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.