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Everence Capital Management’s Williams-Sonoma WSM Stock Holding History

Everence Capital 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
Q1 		$602K Sell
3,300
-200
-6% -$39.9K 0.04% 330
2025
Q4 		$625K Hold
3,500
– – 0.04% 327
2025
Q3 		$684K Hold
3,500
– – 0.04% 313
2025
Q2 		$572K Hold
3,500
– – 0.04% 332
2025
Q1 		$553K Hold
3,500
– – 0.04% 344
2024
Q4 		$648K Buy
+3,500
New +$555K 0.04% 299

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

Everence Capital Management's WSM Position: Q1 2026 in Review

Everence Capital Management reduced its Williams-Sonoma (WSM) stake by 5.7% in Q1 2026, selling an estimated $39.9K and leaving 3,300 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #330.

Everence Capital Management first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Everence Capital Management held 3,300 shares of Williams-Sonoma worth $602K as of Q1 2026.
  • Everence Capital Management sold 200 Williams-Sonoma shares in Q1 2026, an estimated $39.9K.
  • Williams-Sonoma made up 0.04% of Everence Capital Management's portfolio in Q1 2026, its #330 holding.
  • Everence Capital Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's Williams-Sonoma position peaked at $684K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.