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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by CX Institutional, 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 (Q2 2026)
3,225
Value
$752.0K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2022
Holdings of WSM by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,225$752.0K<0.1%−9−0.3%ReducedHolders
Q1 20263,234$590.0K<0.1%−45−1.4%ReducedHolders
Q4 20253,279$586.0K<0.1%+79+2.5%AddedHolders
Q3 20253,200$625.0K<0.1%+3,200NewHolders
Q4 20220$00.0%−9,530−100.0%Sold outHolders
Q3 20229,530$1.12M0.1%+2,083+28.0%AddedHolders
Q2 20227,447$826.0K0.1%+7,447NewHolders