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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elyxium Wealth's WSM Position: Q1 2026 in Review

Elyxium Wealth increased its Williams-Sonoma (WSM) stake by 1.2% in Q1 2026, buying an estimated $32.9K and bringing the position to 14,019 shares worth $2.56M. The position accounts for 0.82% of the portfolio, ranked #37.

Elyxium Wealth first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Elyxium Wealth held 14,019 shares of Williams-Sonoma worth $2.56M as of Q1 2026.
  • Elyxium Wealth bought 165 Williams-Sonoma shares in Q1 2026, an estimated $32.9K.
  • Williams-Sonoma made up 0.82% of Elyxium Wealth's portfolio in Q1 2026, its #37 holding.
  • Elyxium Wealth first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Elyxium Wealth's Williams-Sonoma position peaked at $3.15M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.