ClearBridge Investments
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ClearBridge Investments’s Williams-Sonoma WSM Stock Holding History

ClearBridge Investments’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
-101,067
Closed -$18.7M – 749
2024
Q4 		$18.7M Sell
101,067
-110,908
-52% -$17.6M 0.02% 448
2024
Q3 		$32.8M Sell
211,975
-85,875
-29% -$12.3M 0.03% 382
2024
Q2 		$42.1M Sell
297,850
-1,482
-0.5% -$221K 0.03% 349
2024
Q1 		$47.5M Sell
299,332
-151,482
-34% -$17.6M 0.04% 342
2023
Q4 		$45.5M Sell
450,814
-30,072
-6% -$2.6M 0.04% 342
2023
Q3 		$37.4M Sell
480,886
-73,538
-13% -$5.06M 0.04% 347
2023
Q2 		$34.7M Sell
554,424
-10,264
-2% -$612K 0.03% 372
2023
Q1 		$34.3M Buy
564,688
+14,132
+3% +$882K 0.03% 374
2022
Q4 		$31.6M Sell
550,556
-81,964
-13% -$4.92M 0.03% 386
2022
Q3 		$37.3M Buy
632,520
+52,432
+9% +$3.72M 0.04% 354
2022
Q2 		$32.2M Sell
580,088
-50,238
-8% -$3.25M 0.03% 394
2022
Q1 		$45.7M Buy
630,326
+75,642
+14% +$5.73M 0.03% 369
2021
Q4 		$46.9M Buy
+554,684
New +$51.7M 0.03% 371
2018
Q4 		– Sell
-1,300
Closed -$43K – 1176
2018
Q3 		$43K Buy
1,300
+4
+0.3% +$127 ﹤0.01% 924
2018
Q2 		$40K Buy
1,296
+4
+0.3% +$107 ﹤0.01% 879
2018
Q1 		$34K Buy
1,292
+10
+0.8% +$264 ﹤0.01% 898
2017
Q4 		$33K Buy
1,282
+14
+1% +$357 ﹤0.01% 927
2017
Q3 		$32K Buy
1,268
+48
+4% +$1.12K ﹤0.01% 956
2017
Q2 		$30K Buy
+1,220
New +$31.1K ﹤0.01% 975
2014
Q3 		– Sell
-5,240
Closed -$188K – 1206
2014
Q2 		$188K Hold
5,240
– – ﹤0.01% 833
2014
Q1 		$175K Hold
5,240
– – ﹤0.01% 848
2013
Q4 		$153K Hold
5,240
– – ﹤0.01% 839
2013
Q3 		$147K Sell
5,240
-76
-1% -$2.2K ﹤0.01% 829
2013
Q2 		$149K Buy
+5,316
New +$143K ﹤0.01% 817

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments's WSM Position: Q1 2025 in Review

ClearBridge Investments sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 101,067 shares — an estimated $18.7M sold.

ClearBridge Investments first reported a position in WSM in Q2 2013 and held it in 24 quarters. The position peaked at $47.5M in Q1 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • ClearBridge Investments reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • ClearBridge Investments sold 101,067 Williams-Sonoma shares in Q1 2025, an estimated $18.7M.
  • ClearBridge Investments first reported a position in Williams-Sonoma in Q2 2013 and held it in 24 quarters.
  • ClearBridge Investments's Williams-Sonoma position peaked at $47.5M in Q1 2024.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on ClearBridge Investments's 13F filing for Q1 2025, filed 13 May 2025.