FWM
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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
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