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First United Bank & Trust’s Williams-Sonoma WSM Stock Holding History

First United Bank & Trust’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
-56
Closed -$10.4K – 421
2024
Q4 		$10.4K Hold
56
– – ﹤0.01% 309
2024
Q3 		$8.68K Hold
56
– – ﹤0.01% 318
2024
Q2 		$7.91K Hold
56
– – ﹤0.01% 339
2024
Q1 		$8.89K Hold
56
– – ﹤0.01% 349
2023
Q4 		$5.65K Buy
+56
New +$4.85K ﹤0.01% 383

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First United Bank & Trust's WSM Position: Q1 2025 in Review

First United Bank & Trust sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 56 shares — an estimated $10.4K sold.

First United Bank & Trust first reported a position in WSM in Q4 2023 and held it in 5 quarters. The position peaked at $10.4K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • First United Bank & Trust reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 56 Williams-Sonoma shares in Q1 2025, an estimated $10.4K.
  • First United Bank & Trust first reported a position in Williams-Sonoma in Q4 2023 and held it in 5 quarters.
  • First United Bank & Trust's Williams-Sonoma position peaked at $10.4K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on First United Bank & Trust's 13F filing for Q1 2025, filed 15 Apr 2025.