CAMG
WSM icon

CWA Asset Management Group’s Williams-Sonoma WSM Stock Holding History

CWA Asset Management 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
Q3 		– Sell
-21,812
Closed -$3.56M – 724
2025
Q2 		$3.56M Sell
21,812
-146
-0.7% -$22.9K 0.15% 136
2025
Q1 		$3.47M Buy
21,958
+1,677
+8% +$324K 0.17% 128
2024
Q4 		$3.76M Buy
20,281
+4,651
+30% +$738K 0.19% 106
2024
Q3 		$2.42M Buy
+15,630
New +$2.24M 0.13% 140
2024
Q1 		$1.77M Buy
+11,166
New +$1.3M 0.11% 152

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CWA Asset Management Group's WSM Position: Q3 2025 in Review

CWA Asset Management Group sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 21,812 shares — an estimated $3.56M sold.

CWA Asset Management Group first reported a position in WSM in Q1 2024 and held it in 5 quarters. The position peaked at $3.76M in Q4 2024. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • CWA Asset Management Group reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 21,812 Williams-Sonoma shares in Q3 2025, an estimated $3.56M.
  • CWA Asset Management Group first reported a position in Williams-Sonoma in Q1 2024 and held it in 5 quarters.
  • CWA Asset Management Group's Williams-Sonoma position peaked at $3.76M in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on CWA Asset Management Group's 13F filing for Q3 2025, filed 22 Oct 2025.