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

Evergreen 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 Q2	$1.27M	Buy	5,455 +202	+4%	+$40K	0.02%	453
2026 Q1	$958K	Sell	5,253 -1,122	-18%	-$224K	0.02%	503
2025 Q4	$1.14M	Buy	6,375 +2,286	+56%	+$428K	0.03%	434
2025 Q3	$799K	Sell	4,089 -75	-2%	-$14.3K	0.02%	460
2025 Q2	$680K	Sell	4,164 -423	-9%	-$66.4K	0.02%	456
2025 Q1	$725K	Sell	4,587 -151	-3%	-$29.2K	0.02%	392
2024 Q4	$877K	Buy	4,738 +1,518	+47%	+$241K	0.03%	363
2024 Q3	$499K	Sell	3,220 -1,142	-26%	-$164K	0.02%	497
2024 Q2	$616K	Buy	4,362 +1,438	+49%	+$214K	0.02%	418
2024 Q1	$464K	Buy	2,924 +118	+4%	+$13.7K	0.02%	467
2023 Q4	$283K	Sell	2,806 -6	-0.2%	-$519	0.01%	618
2023 Q3	$218K	Buy	+2,812	New	+$194K	0.01%	676
2023 Q2	–	Sell	-3,742	Closed	-$228K	–	840
2023 Q1	$228K	Buy	+3,742	New	+$234K	0.01%	616
2021 Q4	–	Sell	-2,270	Closed	-$201K	–	655
2021 Q3	$201K	Buy	+2,270	New	+$192K	0.01%	550
2021 Q2	–	Sell	-2,270	Closed	-$203K	–	559
2021 Q1	$203K	Buy	+2,270	New	+$153K	0.01%	476

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

Evergreen Capital Management's WSM Position: Q2 2026 in Review

Evergreen Capital Management increased its Williams-Sonoma (WSM) stake by 3.8% in Q2 2026, buying an estimated $40K and bringing the position to 5,455 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #453.

Evergreen Capital Management first reported a position in WSM in Q1 2021 and has held it in 15 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Evergreen Capital Management held 5,455 shares of Williams-Sonoma worth $1.27M as of Q2 2026.
Evergreen Capital Management bought 202 Williams-Sonoma shares in Q2 2026, an estimated $40K.
Williams-Sonoma made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #453 holding.
Evergreen Capital Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 15 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.