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Elyxium Wealth’s Williams-Sonoma WSM Stock Holding History

Elyxium Wealth’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 		$2.85M Sell
12,223
-1,796
-13% -$356K 0.3% 72
2026
Q1 		$2.56M Buy
14,019
+165
+1% +$32.9K 0.82% 37
2025
Q4 		$2.47M Sell
13,854
-2,245
-14% -$421K 0.69% 37
2025
Q3 		$3.15M Buy
16,099
+57
+0.4% +$10.9K 1.1% 27
2025
Q2 		$2.62M Buy
+16,042
New +$2.52M 0.98% 26

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elyxium Wealth's WSM Position: Q2 2026 in Review

Elyxium Wealth reduced its Williams-Sonoma (WSM) stake by 13% in Q2 2026, selling an estimated $356K and leaving 12,223 shares worth $2.85M. The position accounts for 0.3% of the portfolio, ranked #72.

Elyxium Wealth first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Elyxium Wealth held 12,223 shares of Williams-Sonoma worth $2.85M as of Q2 2026.
  • Elyxium Wealth sold 1,796 Williams-Sonoma shares in Q2 2026, an estimated $356K.
  • Williams-Sonoma made up 0.3% of Elyxium Wealth's portfolio in Q2 2026, its #72 holding.
  • Elyxium Wealth first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • Elyxium Wealth's Williams-Sonoma position peaked at $3.15M in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.