Fulcrum Capital’s Williams-Sonoma WSM Stock Holding History

Fulcrum Capital’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	–	Sell	-2,010	Closed	-$318K	–	109
2025 Q1	$318K	Buy	2,010 +210	+12%	+$40.6K	0.07%	89
2024 Q4	$333K	Sell	1,800 -1,920	-52%	-$305K	0.07%	91
2024 Q3	$576K	Hold	3,720	–	–	0.13%	60
2024 Q2	$525K	Hold	3,720	–	–	0.12%	61
2024 Q1	$591K	Hold	3,720	–	–	0.14%	57
2023 Q4	$375K	Buy	+3,720	New	+$322K	0.1%	79

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

Fulcrum Capital's WSM Position: Q2 2025 in Review

Fulcrum Capital sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,010 shares — an estimated $318K sold.

Fulcrum Capital first reported a position in WSM in Q4 2023 and held it in 6 quarters. The position peaked at $591K in Q1 2024. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Fulcrum Capital reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
Fulcrum Capital sold 2,010 Williams-Sonoma shares in Q2 2025, an estimated $318K.
Fulcrum Capital first reported a position in Williams-Sonoma in Q4 2023 and held it in 6 quarters.
Fulcrum Capital's Williams-Sonoma position peaked at $591K in Q1 2024.
916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.