Leonard Green & Partners’s Williams-Sonoma WSM Stock Holding History

Leonard Green & Partners’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	$182M	Hold	1,000,000	–	–	6.59%	4
2025 Q4	$179M	Hold	1,000,000	–	–	6.95%	4
2025 Q3	$195M	Sell	1,000,000 -2,224,030	-69%	-$425M	7.44%	4
2025 Q2	$527M	Hold	3,224,030	–	–	15.64%	3
2025 Q1	$510M	Hold	3,224,030	–	–	12.55%	3
2024 Q4	$597M	Hold	3,224,030	–	–	14.5%	3
2024 Q3	$499M	Hold	3,224,030	–	–	10.93%	4
2024 Q2	$455M	Hold	3,224,030	–	–	9.67%	5
2024 Q1	$512M	Sell	3,224,030 -3,200,000	-50%	-$371M	9.32%	5
2023 Q4	$648M	Hold	6,424,030	–	–	10.62%	5
2023 Q3	$499M	Buy	+6,424,030	New	+$442M	10.25%	5

Other funds holding WSM

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return