Heck Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Heck Capital Advisors’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	-200	Closed	-$37K	–	795
2024 Q4	$37K	Buy	+200	New	+$31.7K	﹤0.01%	411

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

Heck Capital Advisors's WSM Position: Q1 2025 in Review

Heck Capital Advisors sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 200 shares — an estimated $37K sold.

Heck Capital Advisors first reported a position in WSM in Q4 2024 and held it in 1 quarter. The position peaked at $37K in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Heck Capital Advisors reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 200 Williams-Sonoma shares in Q1 2025, an estimated $37K.
Heck Capital Advisors first reported a position in Williams-Sonoma in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Williams-Sonoma position peaked at $37K in Q4 2024.
902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.