Focused Wealth Management’s Williams-Sonoma WSM Stock Holding History

Focused 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	–	Sell	-1,200	Closed	-$222K	–	220
2024 Q4	$222K	Buy	+1,200	New	+$190K	0.03%	143
2024 Q3	–	Sell	-1,200	Closed	-$169K	–	296
2024 Q2	$169K	Buy	+1,200	New	+$179K	0.02%	185
2024 Q1	–	Sell	-1,200	Closed	-$121K	–	980
2023 Q4	$121K	Hold	1,200	–	–	0.02%	179
2023 Q3	$93.2K	Hold	1,200	–	–	0.02%	204
2023 Q2	$75.1K	Hold	1,200	–	–	0.01%	244
2023 Q1	$73K	Hold	1,200	–	–	0.01%	248
2022 Q4	$69K	Hold	1,200	–	–	0.01%	260
2022 Q3	$71K	Hold	1,200	–	–	0.01%	223
2022 Q2	$67K	Buy	+1,200	New	+$77.6K	0.01%	251
2022 Q1	–	Sell	-1,850	Closed	-$156K	–	1127
2021 Q4	$156K	Hold	1,850	–	–	0.02%	213
2021 Q3	$164K	Hold	1,850	–	–	0.03%	192
2021 Q2	$148K	Buy	1,850 +1,650	+825%	+$140K	0.02%	222
2021 Q1	$18K	Buy	+200	New	+$13.5K	﹤0.01%	519

Other funds holding WSM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focused Wealth Management's WSM Position: Q1 2025 in Review

Focused Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 1,200 shares — an estimated $222K sold.

Focused Wealth Management first reported a position in WSM in Q1 2021 and held it in 13 quarters. The position peaked at $222K in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Focused Wealth Management reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
Focused Wealth Management sold 1,200 Williams-Sonoma shares in Q1 2025, an estimated $222K.
Focused Wealth Management first reported a position in Williams-Sonoma in Q1 2021 and held it in 13 quarters.
Focused Wealth Management's Williams-Sonoma position peaked at $222K in Q4 2024.
902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Focused Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.