FWM
WSM icon

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
2024
Q3 		– Sell
-1,600
Closed -$113K – 297
2024
Q2 		$113K Buy
+1,600
New +$238K 0.02% 203
2023
Q2 		– Sell
-4,000
Closed -$2.6K – 1128
2023
Q1 		$2.6K Sell
4,000
-4,000
-50% -$250K ﹤0.01% 767
2022
Q4 		$16.6K Buy
+8,000
New +$480K ﹤0.01% 456

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
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.