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

Darwin 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	$6.56K	Hold	36	–	–	﹤0.01%	399
2025 Q4	$6.43K	Hold	36	–	–	﹤0.01%	418
2025 Q3	$7.04K	Hold	36	–	–	﹤0.01%	397
2025 Q2	$5.88K	Hold	36	–	–	﹤0.01%	397
2025 Q1	$6.67K	Hold	36	–	–	﹤0.01%	412
2024 Q4	$6.67K	Hold	36	–	–	﹤0.01%	412
2024 Q3	$5.58K	Buy	+36	New	+$5.16K	﹤0.01%	445
2024 Q1	–	Sell	-3,196	Closed	-$322K	–	151
2023 Q4	$322K	Sell	3,196 -502	-14%	-$43.5K	0.09%	111
2023 Q3	$287K	Buy	3,698 +116	+3%	+$7.99K	0.08%	120
2023 Q2	$232K	Buy	+3,582	New	+$213K	0.06%	135

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Darwin Wealth Management held its Williams-Sonoma (WSM) position steady in Q1 2026 at 36 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Darwin Wealth Management first reported a position in WSM in Q2 2023 and has held it in 10 quarters since. The position peaked at $322K in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Darwin Wealth Management held 36 shares of Williams-Sonoma worth $6.56K as of Q1 2026.
Darwin Wealth Management left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #399 holding.
Darwin Wealth Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 10 quarters since.
Darwin Wealth Management's Williams-Sonoma position peaked at $322K in Q4 2023.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.