CX Institutional’s Williams-Sonoma WSM Stock Holding History

CX Institutional’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 Q3	$795K	Buy	3,486 +261	+8%	+$60.3K	0.02%	373
2026 Q2	$752K	Sell	3,225 -9	-0.3%	-$1.78K	0.02%	375
2026 Q1	$590K	Sell	3,234 -45	-1%	-$8.98K	0.02%	428
2025 Q4	$586K	Buy	3,279 +79	+2%	+$14.8K	0.02%	382
2025 Q3	$625K	Buy	+3,200	New	+$612K	0.02%	378
2022 Q4	–	Sell	-19,060	Closed	-$1.12M	–	582
2022 Q3	$1.12M	Buy	19,060 +4,166	+28%	+$296K	0.08%	241
2022 Q2	$826K	Buy	+14,894	New	+$963K	0.06%	256

Other funds holding WSM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's WSM Position: Q3 2026 in Review

CX Institutional increased its Williams-Sonoma (WSM) stake by 8.1% in Q3 2026, buying an estimated $60.3K and bringing the position to 3,486 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #373.

CX Institutional first reported a position in WSM in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2022. 250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

CX Institutional held 3,486 shares of Williams-Sonoma worth $795K as of Q3 2026.
CX Institutional bought 261 Williams-Sonoma shares in Q3 2026, an estimated $60.3K.
Williams-Sonoma made up 0.02% of CX Institutional's portfolio in Q3 2026, its #373 holding.
CX Institutional first reported a position in Williams-Sonoma in Q2 2022 and has held it in 7 quarters since.
CX Institutional's Williams-Sonoma position peaked at $1.12M in Q3 2022.
250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.