Elo Mutual Pension Insurance’s Williams-Sonoma WSM Stock Holding History

Elo Mutual Pension Insurance’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	$5.01M	Buy	27,482 +741	+3%	+$148K	0.08%	199
2025 Q4	$4.78M	Sell	26,741 -780	-3%	-$146K	0.07%	210
2025 Q3	$5.38M	Buy	27,521 +9,233	+50%	+$1.76M	0.09%	187
2025 Q2	$2.99M	Buy	18,288 +3,687	+25%	+$579K	0.06%	245
2025 Q1	$2.31M	Buy	14,601 +1,424	+11%	+$275K	0.05%	292
2024 Q4	$2.44M	Buy	13,177 +1,780	+16%	+$282K	0.05%	315
2024 Q3	$1.77M	Buy	+11,397	New	+$1.63M	0.04%	345

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

Elo Mutual Pension Insurance's WSM Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Williams-Sonoma (WSM) stake by 2.8% in Q1 2026, buying an estimated $148K and bringing the position to 27,482 shares worth $5.01M. The position accounts for 0.08% of the portfolio, ranked #199.

Elo Mutual Pension Insurance first reported a position in WSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.38M in Q3 2025. 926 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Elo Mutual Pension Insurance held 27,482 shares of Williams-Sonoma worth $5.01M as of Q1 2026.
Elo Mutual Pension Insurance bought 741 Williams-Sonoma shares in Q1 2026, an estimated $148K.
Williams-Sonoma made up 0.08% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #199 holding.
Elo Mutual Pension Insurance first reported a position in Williams-Sonoma in Q3 2024 and has held it in 7 quarters since.
Elo Mutual Pension Insurance's Williams-Sonoma position peaked at $5.38M in Q3 2025.
926 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.