Financial Network Wealth Management’s Williams-Sonoma WSM Stock Holding History

Financial Network Wealth Management’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	$98K	Buy	+624	New	+$121K	0.03%	171

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Network Wealth Management's WSM Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Williams-Sonoma (WSM) in Q1 2025: 624 shares worth $98K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings.

901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Financial Network Wealth Management held 624 shares of Williams-Sonoma worth $98K as of Q1 2025.
Williams-Sonoma was a new Financial Network Wealth Management position in Q1 2025.
Williams-Sonoma made up 0.03% of Financial Network Wealth Management's portfolio in Q1 2025, its #171 holding.
901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.