AIM
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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

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Aristotle Capital Management
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BC
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State Street
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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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM