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LGT Financial Advisors’s Williams-Sonoma WSM Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-251
Closed -$46.5K – 731
2024
Q4 		$46.5K Hold
251
– – 0.1% 156
2024
Q3 		$38.9K Buy
251
+73
+41% +$10.5K 0.1% 165
2024
Q2 		$25.1K Buy
178
+62
+53% +$9.24K 0.05% 250
2024
Q1 		$18.4K Buy
116
+90
+346% +$10.4K 0.02% 375
2023
Q4 		$2.62K Buy
+26
New +$2.25K ﹤0.01% 765

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's WSM Position: Q1 2025 in Review

LGT Financial Advisors sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 251 shares — an estimated $46.5K sold.

LGT Financial Advisors first reported a position in WSM in Q4 2023 and held it in 5 quarters. The position peaked at $46.5K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • LGT Financial Advisors reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 251 Williams-Sonoma shares in Q1 2025, an estimated $46.5K.
  • LGT Financial Advisors first reported a position in Williams-Sonoma in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Williams-Sonoma position peaked at $46.5K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.