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Saxon Interests’s Williams-Sonoma WSM Stock Holding History

Saxon Interests’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
-1,393
Closed -$249K – 241
2025
Q4 		$249K Sell
1,393
-674
-33% -$126K 0.09% 184
2025
Q3 		$389K Sell
2,067
-343
-14% -$65.6K 0.15% 129
2025
Q2 		$381K Hold
2,410
– – 0.18% 124
2025
Q1 		$381K Buy
2,410
+128
+6% +$24.7K 0.18% 124
2024
Q4 		$423K Sell
2,282
-264
-10% -$41.9K 0.19% 113
2024
Q3 		$394K Sell
2,546
-2
-0.1% -$287 0.18% 117
2024
Q2 		$360K Sell
2,548
-70
-3% -$10.4K 0.17% 122
2024
Q1 		$416K Sell
2,618
-68
-3% -$7.89K 0.2% 112
2023
Q4 		$271K Buy
+2,686
New +$233K 0.14% 148

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

Saxon Interests's WSM Position: Q1 2026 in Review

Saxon Interests sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,393 shares — an estimated $249K sold.

Saxon Interests first reported a position in WSM in Q4 2023 and held it in 9 quarters. The position peaked at $423K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Saxon Interests reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Saxon Interests sold 1,393 Williams-Sonoma shares in Q1 2026, an estimated $249K.
  • Saxon Interests first reported a position in Williams-Sonoma in Q4 2023 and held it in 9 quarters.
  • Saxon Interests's Williams-Sonoma position peaked at $423K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.