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Beacon Capital Management LLC (Tennessee)’s Williams-Sonoma WSM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-24
Closed -$3.92K – 1025
2025
Q2 		$3.92K Hold
24
– – ﹤0.01% 804
2025
Q1 		$3.79K Hold
24
– – ﹤0.01% 830
2024
Q4 		$4.44K Sell
24
-82
-77% -$13K ﹤0.01% 752
2024
Q3 		$16.4K Buy
+106
New +$15.2K ﹤0.01% 537

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UBS AM
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Beacon Capital Management LLC (Tennessee)'s WSM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 24 shares — an estimated $3.92K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WSM in Q3 2024 and held it in 4 quarters. The position peaked at $16.4K in Q3 2024. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 24 Williams-Sonoma shares in Q3 2025, an estimated $3.92K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Williams-Sonoma in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Williams-Sonoma position peaked at $16.4K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.