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Christensen King & Associates Investment Services’s Williams-Sonoma WSM Stock Holding History

Christensen King & Associates Investment Services’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 		$277K Hold
1,187
– – 0.11% 90
2026
Q1 		$216K Hold
1,187
– – 0.09% 101
2025
Q4 		$212K Sell
1,187
-53
-4% -$9.93K 0.09% 101
2025
Q3 		$242K Hold
1,240
– – 0.1% 96
2025
Q2 		$203K Hold
1,240
– – 0.09% 100
2025
Q1 		$210K Sell
1,240
-122
-9% -$23.6K 0.1% 93
2024
Q4 		$256K Hold
1,362
– – 0.12% 85
2024
Q3 		$211K Buy
+1,362
New +$195K 0.1% 94
2024
Q2 		– Sell
-1,362
Closed -$216K – 97
2024
Q1 		$216K Buy
+1,362
New +$158K 0.11% 91

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Christensen King & Associates Investment Services's WSM Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,187 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #90.

Christensen King & Associates Investment Services first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Christensen King & Associates Investment Services held 1,187 shares of Williams-Sonoma worth $277K as of Q2 2026.
  • Christensen King & Associates Investment Services left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.11% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #90 holding.
  • Christensen King & Associates Investment Services first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.