First Horizon Advisors’s Williams-Sonoma WSM Stock Holding History

First Horizon Advisors’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 Q2	$24.4K	Buy	149 +123	+473%	+$19.3K	﹤0.01%	1336
2025 Q1	$4.11K	Sell	26 -14	-35%	-$2.71K	﹤0.01%	1846
2024 Q4	$7.41K	Sell	40 -408	-91%	-$64.7K	﹤0.01%	1702
2024 Q3	$69.4K	Sell	448 -12	-3%	-$1.72K	﹤0.01%	852
2024 Q2	$64.9K	Hold	460	–	–	﹤0.01%	818
2024 Q1	$73K	Hold	460	–	–	﹤0.01%	788
2023 Q4	$46.4K	Hold	460	–	–	﹤0.01%	972
2023 Q3	$35.7K	Buy	460 +410	+820%	+$28.2K	﹤0.01%	1001
2023 Q2	$3.13K	Hold	50	–	–	﹤0.01%	1941
2023 Q1	$3.04K	Hold	50	–	–	﹤0.01%	1975
2022 Q4	$2.87K	Sell	50 -1,402	-97%	-$84.2K	﹤0.01%	1954
2022 Q3	$85K	Sell	1,452 -44	-3%	-$3.12K	﹤0.01%	657
2022 Q2	$82K	Buy	1,496 +1,152	+335%	+$74.5K	﹤0.01%	753
2022 Q1	$24K	Sell	344 -1,224	-78%	-$92.7K	﹤0.01%	847
2021 Q4	$132K	Buy	1,568 +34	+2%	+$3.17K	﹤0.01%	605
2021 Q3	$136K	Buy	1,534 +478	+45%	+$40.4K	﹤0.01%	589
2021 Q2	$84K	Buy	1,056 +86	+9%	+$7.32K	﹤0.01%	600
2021 Q1	$86K	Buy	970 +830	+593%	+$56K	0.01%	558
2020 Q4	$6K	Buy	140 +32	+30%	+$1.64K	﹤0.01%	1189
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	1222
2020 Q2	$4K	Buy	108 +48	+80%	+$1.63K	﹤0.01%	1227
2020 Q1	$1K	Buy	+60	New	+$1.91K	﹤0.01%	1325
2018 Q4	–	Sell	-100	Closed	-$3K	–	1581
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	1388
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	1385
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1310
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	1321
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1330
2017 Q2	$2K	Sell	100 -680	-87%	-$17.4K	﹤0.01%	1330
2017 Q1	$21K	Hold	780	–	–	﹤0.01%	803
2016 Q4	$17K	Hold	780	–	–	﹤0.01%	848
2016 Q3	$17K	Hold	780	–	–	﹤0.01%	842
2016 Q2	$20K	Hold	780	–	–	﹤0.01%	773
2016 Q1	$22K	Hold	780	–	–	﹤0.01%	779
2015 Q4	$22K	Sell	780 -402	-34%	-$13.8K	﹤0.01%	699
2015 Q3	$45K	Buy	1,182 +66	+6%	+$2.69K	0.01%	559
2015 Q2	$45K	Buy	1,116 +42	+4%	+$1.64K	0.01%	576
2015 Q1	$42K	Buy	1,074 +40	+4%	+$1.59K	0.01%	601
2014 Q4	$39K	Hold	1,034	–	–	0.01%	611
2014 Q3	$34K	Buy	1,034 +46	+5%	+$1.59K	0.01%	644
2014 Q2	$34K	Buy	988 +100	+11%	+$3.29K	﹤0.01%	662
2014 Q1	$28K	Hold	888	–	–	﹤0.01%	677
2013 Q4	$23K	Sell	888 -3,004	-77%	-$84K	﹤0.01%	701
2013 Q3	$109K	Sell	3,892 -24	-0.6%	-$695	0.02%	370
2013 Q2	$109K	Buy	+3,916	New	+$106K	0.06%	118

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

First Horizon Advisors's WSM Position: Q2 2025 in Review

First Horizon Advisors increased its Williams-Sonoma (WSM) stake by 473% in Q2 2025, buying an estimated $19.3K and bringing the position to 149 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

First Horizon Advisors first reported a position in WSM in Q2 2013 and has held it in 44 quarters since. The position peaked at $136K in Q3 2021. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

First Horizon Advisors held 149 shares of Williams-Sonoma worth $24.4K as of Q2 2025.
First Horizon Advisors bought 123 Williams-Sonoma shares in Q2 2025, an estimated $19.3K.
Williams-Sonoma made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1336 holding.
First Horizon Advisors first reported a position in Williams-Sonoma in Q2 2013 and has held it in 44 quarters since.
First Horizon Advisors's Williams-Sonoma position peaked at $136K in Q3 2021.
917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.