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Evexia Wealth’s Williams-Sonoma WSM Stock Holding History

Evexia 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
Q2 		$11.4M Sell
47,714
-8
-0% -$1.59K 3.1% 11
2026
Q1 		$9.24M Buy
47,722
+4,520
+10% +$902K 2.54% 14
2025
Q4 		$8.93M Sell
43,202
-87
-0.2% -$16.3K 2.49% 15
2025
Q3 		$8.22M Sell
43,289
-5,201
-11% -$994K 2.46% 18
2025
Q2 		$8.26M Sell
48,490
-5,862
-11% -$920K 2.6% 16
2025
Q1 		$8.6M Sell
54,352
-504
-0.9% -$97.4K 3.13% 14
2024
Q4 		$11.4M Sell
54,856
-2,194
-4% -$348K 3.85% 10
2024
Q3 		$8.54M Sell
57,050
-54,508
-49% -$7.82M 3.03% 14
2024
Q2 		$8.49M Buy
111,558
+55,796
+100% +$8.32M 3.19% 15
2024
Q1 		$8.05M Sell
55,762
-25,702
-32% -$2.98M 3.32% 14
2023
Q4 		$8.16M Sell
81,464
-1,388
-2% -$120K 3.45% 10
2023
Q3 		$6.33M Sell
82,852
-24,064
-23% -$1.66M 3.2% 13
2023
Q2 		$7.2M Buy
106,916
+1,330
+1% +$79.3K 3.46% 13
2023
Q1 		$5.97M Buy
+105,586
New +$6.59M 3.22% 14

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evexia Wealth's WSM Position: Q2 2026 in Review

Evexia Wealth reduced its Williams-Sonoma (WSM) stake by 0.02% in Q2 2026, selling an estimated $1.59K and leaving 47,714 shares worth $11.4M. The position accounts for 3.1% of the portfolio, ranked #11.

Evexia Wealth first reported a position in WSM in Q1 2023 and has held it in 14 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Evexia Wealth held 47,714 shares of Williams-Sonoma worth $11.4M as of Q2 2026.
  • Evexia Wealth sold 8 Williams-Sonoma shares in Q2 2026, an estimated $1.59K.
  • Williams-Sonoma made up 3.1% of Evexia Wealth's portfolio in Q2 2026, its #11 holding.
  • Evexia Wealth first reported a position in Williams-Sonoma in Q1 2023 and has held it in 14 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.