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AE Wealth Management’s Williams-Sonoma WSM Stock Holding History

AE Wealth 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
Q2 		– Sell
-1,781
Closed -$282K – 2274
2025
Q1 		$282K Sell
1,781
-414
-19% -$80K ﹤0.01% 1115
2024
Q4 		$406K Buy
2,195
+206
+10% +$32.7K ﹤0.01% 973
2024
Q3 		$308K Buy
+1,989
New +$285K ﹤0.01% 1023
2024
Q1 		– Sell
-4,670
Closed -$487K – 2006
2023
Q4 		$487K Buy
4,670
+1,128
+32% +$97.6K ﹤0.01% 1449
2023
Q3 		$275K Buy
+3,542
New +$244K ﹤0.01% 1650
2022
Q4 		– Sell
-12,874
Closed -$759K – 1927
2022
Q3 		$759K Buy
12,874
+84
+0.7% +$5.96K 0.01% 1055
2022
Q2 		$709K Sell
12,790
-48,378
-79% -$3.13M 0.01% 1020
2022
Q1 		$4.43M Buy
61,168
+1,354
+2% +$102K 0.03% 477
2021
Q4 		$5.06M Buy
59,814
+50,922
+573% +$4.74M 0.04% 411
2021
Q3 		$788K Sell
8,892
-672
-7% -$56.9K 0.01% 950
2021
Q2 		$763K Buy
9,564
+1,648
+21% +$140K 0.01% 940
2021
Q1 		$709K Sell
7,916
-6,068
-43% -$410K 0.01% 884
2020
Q4 		$712K Sell
13,984
-1,986
-12% -$102K 0.01% 834
2020
Q3 		$722K Buy
15,970
+1,404
+10% +$62.4K 0.01% 731
2020
Q2 		$597K Buy
+14,566
New +$496K 0.01% 802

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's WSM Position: Q2 2025 in Review

AE Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1,781 shares — an estimated $282K sold.

AE Wealth Management first reported a position in WSM in Q2 2020 and held it in 15 quarters. The position peaked at $5.06M in Q4 2021. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • AE Wealth Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,781 Williams-Sonoma shares in Q2 2025, an estimated $282K.
  • AE Wealth Management first reported a position in Williams-Sonoma in Q2 2020 and held it in 15 quarters.
  • AE Wealth Management's Williams-Sonoma position peaked at $5.06M in Q4 2021.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.