AIM
WSM icon

Achmea Investment Management’s Williams-Sonoma WSM Stock Holding History

Achmea Investment 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
-146,321
Closed -$28.6M – 312
2025
Q3 		$28.6M Sell
146,321
-16,931
-10% -$3.24M 0.36% 77
2025
Q2 		$26.7M Buy
163,252
+29,840
+22% +$4.68M 0.34% 74
2025
Q1 		$21.1M Buy
133,412
+41,780
+46% +$8.07M 0.31% 99
2024
Q4 		$17M Sell
91,632
-1,850
-2% -$294K 0.28% 94
2024
Q3 		$14.5M Buy
93,482
+9,388
+11% +$1.35M 0.24% 111
2024
Q2 		$11.9M Buy
+84,094
New +$12.5M 0.21% 118

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Achmea Investment Management's WSM Position: Q4 2025 in Review

Achmea Investment Management sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 146,321 shares — an estimated $28.6M sold.

Achmea Investment Management first reported a position in WSM in Q2 2024 and held it in 6 quarters. The position peaked at $28.6M in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Achmea Investment Management reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 146,321 Williams-Sonoma shares in Q4 2025, an estimated $28.6M.
  • Achmea Investment Management first reported a position in Williams-Sonoma in Q2 2024 and held it in 6 quarters.
  • Achmea Investment Management's Williams-Sonoma position peaked at $28.6M in Q3 2025.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.