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CCM Investment Group’s Williams-Sonoma WSM Stock Holding History

CCM Investment 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 		$1.23M Sell
7,725
-3,679
-32% -$711K 0.13% 109
2024
Q4 		$2.13M Buy
+11,404
New +$1.81M 0.23% 76

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

CCM Investment Group's WSM Position: Q1 2025 in Review

CCM Investment Group reduced its Williams-Sonoma (WSM) stake by 32% in Q1 2025, selling an estimated $711K and leaving 7,725 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #109.

CCM Investment Group first reported a position in WSM in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.13M in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • CCM Investment Group held 7,725 shares of Williams-Sonoma worth $1.23M as of Q1 2025.
  • CCM Investment Group sold 3,679 Williams-Sonoma shares in Q1 2025, an estimated $711K.
  • Williams-Sonoma made up 0.13% of CCM Investment Group's portfolio in Q1 2025, its #109 holding.
  • CCM Investment Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 2 quarters since.
  • CCM Investment Group's Williams-Sonoma position peaked at $2.13M in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.