Iron Horse Wealth Management’s Williams-Sonoma WSM Stock Holding History

Iron Horse 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 Q2	$1.63K	Hold	10	–	–	﹤0.01%	490
2025 Q1	$1.58K	Hold	10	–	–	﹤0.01%	478
2024 Q4	$1.85K	Hold	10	–	–	﹤0.01%	401
2024 Q3	$1.55K	Hold	10	–	–	﹤0.01%	404
2024 Q2	$1.41K	Hold	10	–	–	﹤0.01%	388
2024 Q1	$1.59K	Hold	10	–	–	﹤0.01%	367
2023 Q4	$1.01K	Hold	10	–	–	﹤0.01%	425
2023 Q3	$777	Buy	+10	New	+$689	﹤0.01%	449
2023 Q1	–	Sell	-70	Closed	-$4K	–	378
2022 Q4	$4K	Buy	+70	New	+$4.2K	﹤0.01%	172
2022 Q3	–	Sell	-70	Closed	-$4K	–	298
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	164
2022 Q1	$5K	Buy	+70	New	+$5.3K	﹤0.01%	165

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

Iron Horse Wealth Management's WSM Position: Q2 2025 in Review

Iron Horse Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2025 at 10 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Iron Horse Wealth Management first reported a position in WSM in Q1 2022 and has held it in 11 quarters since. The position peaked at $5K in Q1 2022. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Iron Horse Wealth Management held 10 shares of Williams-Sonoma worth $1.63K as of Q2 2025.
Iron Horse Wealth Management left its Williams-Sonoma share count unchanged in Q2 2025.
Williams-Sonoma made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #490 holding.
Iron Horse Wealth Management first reported a position in Williams-Sonoma in Q1 2022 and has held it in 11 quarters since.
Iron Horse Wealth Management's Williams-Sonoma position peaked at $5K in Q1 2022.
916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.