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Lakewood Asset Management’s Williams-Sonoma WSM Stock Holding History

Lakewood Asset 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
2026
Q1 		$3.87M Sell
21,246
-7,069
-25% -$1.41M 2.48% 8
2025
Q4 		$5.06M Buy
28,315
+72
+0.3% +$13.5K 2.97% 8
2025
Q3 		$5.52M Sell
28,243
-105
-0.4% -$20.1K 3.34% 7
2025
Q2 		$4.63M Sell
28,348
-406
-1% -$63.7K 3.09% 7
2025
Q1 		$4.55M Buy
28,754
+5,387
+23% +$1.04M 3.07% 7
2024
Q4 		$4.33M Sell
23,367
-151
-0.6% -$24K 2.98% 6
2024
Q3 		$3.64M Sell
23,518
-5,012
-18% -$719K 2.49% 7
2024
Q2 		$4.03M Sell
28,530
-670
-2% -$99.9K 2.81% 7
2024
Q1 		$4.64M Sell
29,200
-444
-1% -$51.5K 3.15% 4
2023
Q4 		$2.99M Buy
29,644
+224
+0.8% +$19.4K 2.32% 10
2023
Q3 		$2.29M Sell
29,420
-90
-0.3% -$6.2K 1.86% 12
2023
Q2 		$1.85M Buy
29,510
+330
+1% +$19.7K 1.45% 22
2023
Q1 		$1.78M Sell
29,180
-282
-1% -$17.6K 1.48% 19
2022
Q4 		$1.69M Buy
+29,462
New +$1.77M 1.37% 21

Other funds holding WSM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Asset Management's WSM Position: Q1 2026 in Review

Lakewood Asset Management reduced its Williams-Sonoma (WSM) stake by 25% in Q1 2026, selling an estimated $1.41M and leaving 21,246 shares worth $3.87M. The position accounts for 2.48% of the portfolio, ranked #8.

Lakewood Asset Management first reported a position in WSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.52M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Lakewood Asset Management held 21,246 shares of Williams-Sonoma worth $3.87M as of Q1 2026.
  • Lakewood Asset Management sold 7,069 Williams-Sonoma shares in Q1 2026, an estimated $1.41M.
  • Williams-Sonoma made up 2.48% of Lakewood Asset Management's portfolio in Q1 2026, its #8 holding.
  • Lakewood Asset Management first reported a position in Williams-Sonoma in Q4 2022 and has held it in 14 quarters since.
  • Lakewood Asset Management's Williams-Sonoma position peaked at $5.52M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.