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Lindenwold Advisors’s Williams-Sonoma WSM Stock Holding History

Lindenwold 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
Q3 		– Sell
-3,849
Closed -$629K – 120
2025
Q2 		$629K Sell
3,849
-1
-0% -$157 0.33% 58
2025
Q1 		$609K Sell
3,850
-76
-2% -$14.7K 0.34% 58
2024
Q4 		$727K Sell
3,926
-198
-5% -$31.4K 0.39% 55
2024
Q3 		$639K Buy
4,124
+38
+0.9% +$5.45K 0.32% 59
2024
Q2 		$577K Sell
4,086
-126
-3% -$18.8K 0.31% 59
2024
Q1 		$669K Sell
4,212
-44
-1% -$5.11K 0.36% 58
2023
Q4 		$429K Sell
4,256
-192
-4% -$16.6K 0.24% 72
2023
Q3 		$346K Sell
4,448
-2,864
-39% -$197K 0.22% 75
2023
Q2 		$458K Sell
7,312
-2,206
-23% -$131K 0.28% 67
2023
Q1 		$579K Sell
9,518
-110
-1% -$6.87K 0.36% 65
2022
Q4 		$553K Sell
9,628
-442
-4% -$26.5K 0.37% 68
2022
Q3 		$593K Buy
10,070
+54
+0.5% +$3.83K 0.44% 62
2022
Q2 		$556K Buy
10,016
+142
+1% +$9.19K 0.4% 64
2022
Q1 		$716K Buy
9,874
+404
+4% +$30.6K 0.44% 60
2021
Q4 		$801K Buy
+9,470
New +$882K 0.47% 58

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Lindenwold Advisors's WSM Position: Q3 2025 in Review

Lindenwold Advisors sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 3,849 shares — an estimated $629K sold.

Lindenwold Advisors first reported a position in WSM in Q4 2021 and held it in 15 quarters. The position peaked at $801K in Q4 2021. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Lindenwold Advisors reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 3,849 Williams-Sonoma shares in Q3 2025, an estimated $629K.
  • Lindenwold Advisors first reported a position in Williams-Sonoma in Q4 2021 and held it in 15 quarters.
  • Lindenwold Advisors's Williams-Sonoma position peaked at $801K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.