Leavell Investment Management’s Williams-Sonoma WSM Stock Holding History

Leavell Investment 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 Q4	–	Sell	-1,066	Closed	-$208K	–	609
2025 Q3	$208K	Buy	+1,066	New	+$204K	0.01%	571
2025 Q1	–	Sell	-1,349	Closed	-$250K	–	568
2024 Q4	$250K	Sell	1,349 -33	-2%	-$5.24K	0.01%	492
2024 Q3	$214K	Buy	+1,382	New	+$198K	0.01%	515
2024 Q2	–	Sell	-1,512	Closed	-$240K	–	514
2024 Q1	$240K	Buy	+1,512	New	+$176K	0.01%	453
2023 Q1	–	Sell	-13,582	Closed	-$780K	–	455
2022 Q4	$780K	Hold	13,582	–	–	0.06%	269
2022 Q3	$800K	Hold	13,582	–	–	0.06%	251
2022 Q2	$753K	Hold	13,582	–	–	0.06%	261
2022 Q1	$985K	Hold	13,582	–	–	0.07%	242
2021 Q4	$1.15M	Hold	13,582	–	–	0.08%	222
2021 Q3	$1.2M	Sell	13,582 -520	-4%	-$44K	0.09%	195
2021 Q2	$1.26M	Hold	14,102	–	–	0.1%	180
2021 Q1	$1.26M	Buy	14,102 +200	+1%	+$13.5K	0.1%	180
2020 Q4	$708K	Buy	13,902 +200	+1%	+$10.2K	0.06%	238
2020 Q3	$620K	Sell	13,702 -240	-2%	-$10.7K	0.05%	245
2020 Q2	$572K	Hold	13,942	–	–	0.06%	243
2020 Q1	$296K	Hold	13,942	–	–	0.03%	288
2019 Q4	$512K	Hold	13,942	–	–	0.05%	262
2019 Q3	$474K	Buy	13,942 +1,942	+16%	+$64.3K	0.05%	267
2019 Q2	$390K	Hold	12,000	–	–	0.04%	288
2019 Q1	$338K	Hold	12,000	–	–	0.04%	297
2018 Q4	$303K	Hold	12,000	–	–	0.04%	297
2018 Q3	$394K	Hold	12,000	–	–	0.04%	282
2018 Q2	$368K	Hold	12,000	–	–	0.04%	293
2018 Q1	$317K	Hold	12,000	–	–	0.04%	304
2017 Q4	$310K	Hold	12,000	–	–	0.04%	316
2017 Q3	$299K	Hold	12,000	–	–	0.04%	308
2017 Q2	$291K	Hold	12,000	–	–	0.04%	320
2017 Q1	$322K	Hold	12,000	–	–	0.04%	296
2016 Q4	$290K	Hold	12,000	–	–	0.04%	312
2016 Q3	$306K	Hold	12,000	–	–	0.05%	302
2016 Q2	$313K	Hold	12,000	–	–	0.05%	305
2016 Q1	$328K	Sell	12,000 -200	-2%	-$5.42K	0.05%	287
2015 Q4	$356K	Hold	12,200	–	–	0.05%	276
2015 Q3	$466K	Hold	12,200	–	–	0.07%	230
2015 Q2	$502K	Sell	12,200 -200	-2%	-$7.82K	0.08%	236
2015 Q1	$494K	Hold	12,400	–	–	0.07%	236
2014 Q4	$469K	Sell	12,400 -600	-5%	-$20.8K	0.07%	245
2014 Q3	$433K	Hold	13,000	–	–	0.07%	252
2014 Q2	$467K	Hold	13,000	–	–	0.07%	243
2014 Q1	$433K	Hold	13,000	–	–	0.07%	248
2013 Q4	$379K	Hold	13,000	–	–	0.06%	262
2013 Q3	$365K	Hold	13,000	–	–	0.07%	255
2013 Q2	$363K	Buy	+13,000	New	+$350K	0.07%	248

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Leavell Investment Management's WSM Position: Q4 2025 in Review

Leavell Investment Management sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,066 shares — an estimated $208K sold.

Leavell Investment Management first reported a position in WSM in Q2 2013 and held it in 43 quarters. The position peaked at $1.26M in Q2 2021. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Leavell Investment Management reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Leavell Investment Management sold 1,066 Williams-Sonoma shares in Q4 2025, an estimated $208K.
Leavell Investment Management first reported a position in Williams-Sonoma in Q2 2013 and held it in 43 quarters.
Leavell Investment Management's Williams-Sonoma position peaked at $1.26M in Q2 2021.
944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.