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

Evermay 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
Q1 		– Sell
-330
Closed -$58.9K – 619
2025
Q4 		$58.9K Sell
330
-270
-45% -$50.6K 0.01% 309
2025
Q3 		$117K Hold
600
– – 0.01% 246
2025
Q2 		$98K Hold
600
– – 0.01% 268
2025
Q1 		$94.9K Hold
600
– – 0.01% 266
2024
Q4 		$111K Hold
600
– – 0.02% 248
2024
Q3 		$93K Hold
600
– – 0.01% 273
2024
Q2 		$84.7K Hold
600
– – 0.01% 283
2024
Q1 		$95.3K Hold
600
– – 0.01% 282
2023
Q4 		$60.5K Buy
+600
New +$51.9K 0.01% 310

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

Evermay Wealth Management's WSM Position: Q1 2026 in Review

Evermay Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 330 shares — an estimated $58.9K sold.

Evermay Wealth Management first reported a position in WSM in Q4 2023 and held it in 9 quarters. The position peaked at $117K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Evermay Wealth Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 330 Williams-Sonoma shares in Q1 2026, an estimated $58.9K.
  • Evermay Wealth Management first reported a position in Williams-Sonoma in Q4 2023 and held it in 9 quarters.
  • Evermay Wealth Management's Williams-Sonoma position peaked at $117K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.