CIBC Private Wealth Group
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CIBC Private Wealth Group’s Williams-Sonoma WSM Stock Holding History

CIBC Private Wealth 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
Q4 		$1.44M Sell
8,090
-1,576
-16% -$295K ﹤0.01% 647
2025
Q3 		$1.89M Buy
9,666
+1,657
+21% +$317K ﹤0.01% 585
2025
Q2 		$1.31M Sell
8,009
-491
-6% -$77.1K ﹤0.01% 625
2025
Q1 		$1.18M Buy
8,500
+661
+8% +$128K ﹤0.01% 622
2024
Q4 		$1.53M Sell
7,839
-844
-10% -$134K ﹤0.01% 614
2024
Q3 		$1.35M Buy
8,683
+129
+2% +$18.5K ﹤0.01% 633
2024
Q2 		$1.22M Buy
8,554
+58
+0.7% +$8.64K ﹤0.01% 621
2024
Q1 		$1.34M Buy
8,496
+48
+0.6% +$5.57K ﹤0.01% 607
2023
Q4 		$852K Sell
8,448
-82
-1% -$7.1K ﹤0.01% 669
2023
Q3 		$663K Sell
8,530
-3,834
-31% -$264K ﹤0.01% 691
2023
Q2 		$774K Buy
+12,364
New +$737K ﹤0.01% 631
2022
Q4 		– Sell
-40,790
Closed -$2.4M – 951
2022
Q3 		$2.4M Buy
+40,790
New +$2.89M 0.01% 456
2021
Q2 		– Sell
-36,796
Closed -$3.3M – 1074
2021
Q1 		$3.3M Buy
+36,796
New +$2.48M 0.01% 459
2018
Q3 		– Sell
-100
Closed -$3K – 1743
2018
Q2 		$3K Hold
100
– – ﹤0.01% 1830
2018
Q1 		$3K Buy
+100
New +$2.64K ﹤0.01% 1762

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
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

CIBC Private Wealth Group's WSM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Williams-Sonoma (WSM) stake by 16% in Q4 2025, selling an estimated $295K and leaving 8,090 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #647.

CIBC Private Wealth Group first reported a position in WSM in Q1 2018 and has held it in 15 quarters since. The position peaked at $3.3M in Q1 2021. 945 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • CIBC Private Wealth Group held 8,090 shares of Williams-Sonoma worth $1.44M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,576 Williams-Sonoma shares in Q4 2025, an estimated $295K.
  • Williams-Sonoma made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #647 holding.
  • CIBC Private Wealth Group first reported a position in Williams-Sonoma in Q1 2018 and has held it in 15 quarters since.
  • CIBC Private Wealth Group's Williams-Sonoma position peaked at $3.3M in Q1 2021.
  • 945 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.