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Bleakley Financial Group’s Williams-Sonoma WSM Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-2,092
Closed -$387K – 1026
2024
Q4 		$387K Sell
2,092
-212
-9% -$33.6K 0.01% 694
2024
Q3 		$357K Buy
2,304
+242
+12% +$34.7K 0.01% 707
2024
Q2 		$291K Sell
2,062
-336
-14% -$50.1K 0.01% 760
2024
Q1 		$381K Buy
2,398
+142
+6% +$16.5K 0.01% 694
2023
Q4 		$228K Buy
+2,256
New +$195K 0.01% 816

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bleakley Financial Group's WSM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 2,092 shares — an estimated $387K sold.

Bleakley Financial Group first reported a position in WSM in Q4 2023 and held it in 5 quarters. The position peaked at $387K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,092 Williams-Sonoma shares in Q1 2025, an estimated $387K.
  • Bleakley Financial Group first reported a position in Williams-Sonoma in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Williams-Sonoma position peaked at $387K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.