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Lindbrook Capital’s Williams-Sonoma WSM Stock Holding History

Lindbrook Capital’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 		$122K Buy
769
+347
+82% +$67.1K 0.01% 596
2024
Q4 		$78.1K Sell
422
-63
-13% -$10K 0.01% 633
2024
Q3 		$75.1K Buy
485
+13
+3% +$1.86K 0.01% 651
2024
Q2 		$66.6K Hold
472
– – 0.01% 681
2024
Q1 		$74.9K Buy
472
+10
+2% +$1.16K 0.01% 634
2023
Q4 		$46.6K Buy
462
+108
+31% +$9.35K ﹤0.01% 775
2023
Q3 		$27.5K Buy
354
+14
+4% +$964 ﹤0.01% 910
2023
Q2 		$21.3K Buy
340
+64
+23% +$3.81K ﹤0.01% 1058
2023
Q1 		$16.8K Sell
276
-82
-23% -$5.12K ﹤0.01% 1160
2022
Q4 		$20.6K Sell
358
-42
-11% -$2.52K ﹤0.01% 1047
2022
Q3 		$24K Sell
400
-810
-67% -$57.5K ﹤0.01% 915
2022
Q2 		$67K Buy
1,210
+844
+231% +$54.6K 0.01% 561
2022
Q1 		$27K Buy
366
+50
+16% +$3.79K ﹤0.01% 892
2021
Q4 		$27K Buy
316
+74
+31% +$6.89K ﹤0.01% 921
2021
Q3 		$21K Hold
242
– – 0.01% 733
2021
Q2 		$19K Sell
242
-6
-2% -$511 ﹤0.01% 810
2021
Q1 		$22K Buy
248
+4
+2% +$270 0.01% 729
2020
Q4 		$12K Buy
244
+12
+5% +$615 ﹤0.01% 851
2020
Q3 		$10K Sell
232
-14
-6% -$622 ﹤0.01% 849
2020
Q2 		$10K Buy
246
+160
+186% +$5.44K ﹤0.01% 841
2020
Q1 		$2K Buy
86
+50
+139% +$1.59K ﹤0.01% 1344
2019
Q4 		$1K Hold
36
– – ﹤0.01% 1460
2019
Q3 		$1K Hold
36
– – ﹤0.01% 1405
2019
Q2 		$1K Hold
36
– – ﹤0.01% 1364
2019
Q1 		$1K Hold
36
– – ﹤0.01% 1351
2018
Q4 		$0 Buy
+36
New +$1.03K ﹤0.01% 1449

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's WSM Position: Q1 2025 in Review

Lindbrook Capital increased its Williams-Sonoma (WSM) stake by 82% in Q1 2025, buying an estimated $67.1K and bringing the position to 769 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #596.

Lindbrook Capital first reported a position in WSM in Q4 2018 and has held it in 26 quarters since. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Lindbrook Capital held 769 shares of Williams-Sonoma worth $122K as of Q1 2025.
  • Lindbrook Capital bought 347 Williams-Sonoma shares in Q1 2025, an estimated $67.1K.
  • Williams-Sonoma made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #596 holding.
  • Lindbrook Capital first reported a position in Williams-Sonoma in Q4 2018 and has held it in 26 quarters since.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.