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Legacy Investment Solutions’s Williams-Sonoma WSM Stock Holding History

Legacy Investment Solutions’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 		$1.31K Buy
+8
New +$1.26K ﹤0.01% 564
2024
Q4 		$2.69K Buy
13
+5
+63% +$793 ﹤0.01% 465
2024
Q3 		$1.04K Buy
+8
New +$1.15K ﹤0.01% 543

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

Legacy Investment Solutions's WSM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Williams-Sonoma (WSM) in Q2 2025: 8 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WSM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WSM in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.69K in Q4 2024. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Legacy Investment Solutions held 8 shares of Williams-Sonoma worth $1.31K as of Q2 2025.
  • Williams-Sonoma was a new Legacy Investment Solutions position in Q2 2025.
  • Williams-Sonoma made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #564 holding.
  • Legacy Investment Solutions first reported a position in Williams-Sonoma in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Williams-Sonoma position peaked at $2.69K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.