Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- Latest filing
- Jul 27, 2026
WSM holding history
Williams Sonoma Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WSM overviewAll 13F holders of WSMFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −330−100.0% | Sold out | Holders |
| Q4 2025 | 330 | $58.9K | <0.1% | −270−45.0% | Reduced | Holders |
| Q3 2025 | 600 | $117.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 600 | $98.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 600 | $94.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 600 | $111.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 600 | $93.0K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | Holders |
| Q2 2024 | 300 | $84.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 300 | $95.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 300 | $60.5K | <0.1% | +300 | New | Holders |