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

Evercore 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	$287K	Hold	1,230	–	–	﹤0.01%	341
2026 Q1	$224K	Hold	1,230	–	–	﹤0.01%	375
2025 Q4	$220K	Hold	1,230	–	–	﹤0.01%	382
2025 Q3	$240K	Sell	1,230 -26	-2%	-$4.97K	﹤0.01%	370
2025 Q2	$205K	Buy	+1,256	New	+$197K	﹤0.01%	391
2025 Q1	–	Sell	-1,256	Closed	-$233K	–	435
2024 Q4	$233K	Buy	+1,256	New	+$199K	﹤0.01%	382
2024 Q2	–	Sell	-1,286	Closed	-$204K	–	432
2024 Q1	$204K	Buy	+1,286	New	+$149K	﹤0.01%	402
2017 Q3	–	Sell	-510	Closed	-$12K	–	957
2017 Q2	$12K	Buy	+510	New	+$13K	﹤0.01%	800

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

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

Evercore Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,230 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Evercore Wealth Management first reported a position in WSM in Q2 2017 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Evercore Wealth Management held 1,230 shares of Williams-Sonoma worth $287K as of Q2 2026.
Evercore Wealth Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #341 holding.
Evercore Wealth Management first reported a position in Williams-Sonoma in Q2 2017 and has held it in 8 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.