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 Q2	$8.42K	Hold	36	–	–	﹤0.01%	400
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Darwin Wealth Management's WSM Position: Q2 2026 in Review

Darwin Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 36 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Darwin Wealth Management first reported a position in WSM in Q2 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2023. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Darwin Wealth Management held 36 shares of Williams-Sonoma worth $8.42K as of Q2 2026.
Darwin Wealth Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #400 holding.
Darwin Wealth Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 11 quarters since.
Darwin Wealth Management's Williams-Sonoma position peaked at $322K in Q4 2023.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.