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

Hemington 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
Q3 		$94K Buy
482
+15
+3% +$2.87K 0.01% 251
2025
Q2 		$76K Sell
467
-15
-3% -$2.35K 0.01% 259
2025
Q1 		$76K Buy
482
+64
+15% +$12.4K 0.01% 248
2024
Q4 		$77K Buy
418
+27
+7% +$4.28K 0.02% 235
2024
Q3 		$52K Buy
+391
New +$56.1K 0.01% 284

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hemington Wealth Management's WSM Position: Q3 2025 in Review

Hemington Wealth Management increased its Williams-Sonoma (WSM) stake by 3.2% in Q3 2025, buying an estimated $2.87K and bringing the position to 482 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #251.

Hemington Wealth Management first reported a position in WSM in Q3 2024 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Hemington Wealth Management held 482 shares of Williams-Sonoma worth $94K as of Q3 2025.
  • Hemington Wealth Management bought 15 Williams-Sonoma shares in Q3 2025, an estimated $2.87K.
  • Williams-Sonoma made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #251 holding.
  • Hemington Wealth Management first reported a position in Williams-Sonoma in Q3 2024 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.