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Millstone Evans Group’s Williams-Sonoma WSM Stock Holding History

Millstone Evans Group’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 		$39.2K Hold
168
– – 0.02% 396
2026
Q1 		$30.6K Buy
168
+117
+229% +$23.4K 0.02% 417
2025
Q4 		$9.11K Hold
51
– – 0.01% 560
2025
Q3 		$9.97K Buy
+51
New +$9.75K 0.01% 536
2025
Q2 		– Sell
-29
Closed -$4.58K – 820
2025
Q1 		$4.58K Buy
+29
New +$5.6K ﹤0.01% 614

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
VPM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's WSM Position: Q2 2026 in Review

Millstone Evans Group held its Williams-Sonoma (WSM) position steady in Q2 2026 at 168 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #396.

Millstone Evans Group first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Millstone Evans Group held 168 shares of Williams-Sonoma worth $39.2K as of Q2 2026.
  • Millstone Evans Group left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #396 holding.
  • Millstone Evans Group first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • 813 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.