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

MOKAN 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
2025 Q4	–	Sell	-1,113	Closed	-$217K	–	114
2025 Q3	$217K	Buy	+1,113	New	+$213K	0.11%	90

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MOKAN Wealth Management's WSM Position: Q4 2025 in Review

MOKAN Wealth Management sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,113 shares — an estimated $217K sold.

MOKAN Wealth Management first reported a position in WSM in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 946 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

MOKAN Wealth Management reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
MOKAN Wealth Management sold 1,113 Williams-Sonoma shares in Q4 2025, an estimated $217K.
MOKAN Wealth Management first reported a position in Williams-Sonoma in Q3 2025 and held it in 1 quarter.
MOKAN Wealth Management's Williams-Sonoma position peaked at $217K in Q3 2025.
946 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on MOKAN Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.