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Impact Partnership Wealth’s Williams-Sonoma WSM Stock Holding History

Impact Partnership Wealth’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
-3,156
Closed -$499K – 356
2025
Q1 		$499K Buy
3,156
+223
+8% +$43.1K 0.11% 111
2024
Q4 		$543K Sell
2,933
-201
-6% -$31.9K 0.11% 115
2024
Q3 		$486K Buy
3,134
+26
+0.8% +$3.73K 0.11% 116
2024
Q2 		$439K Buy
3,108
+1,566
+102% +$233K 0.12% 119
2024
Q1 		$245K Buy
1,542
+400
+35% +$46.4K 0.1% 145
2023
Q4 		$115K Sell
1,142
-938
-45% -$81.2K 0.04% 229
2023
Q3 		$162K Buy
2,080
+2,078
+103,900% +$143K 0.05% 215
2023
Q2 		$125 Buy
+2
New +$119 ﹤0.01% 892

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's WSM Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 3,156 shares — an estimated $499K sold.

Impact Partnership Wealth first reported a position in WSM in Q2 2023 and held it in 8 quarters. The position peaked at $543K in Q4 2024. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,156 Williams-Sonoma shares in Q2 2025, an estimated $499K.
  • Impact Partnership Wealth first reported a position in Williams-Sonoma in Q2 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's Williams-Sonoma position peaked at $543K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.