MainStreet Investment Advisors’s Williams-Sonoma WSM Stock Holding History

MainStreet Investment 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 Q4	–	Sell	-1,118	Closed	-$219K	–	168
2025 Q3	$219K	Sell	1,118 -350	-24%	-$66.9K	0.03%	154
2025 Q2	$240K	Sell	1,468 -428	-23%	-$67.2K	0.03%	148
2025 Q1	$300K	Sell	1,896 -1,252	-40%	-$242K	0.04%	139
2024 Q4	$583K	Sell	3,148 -958	-23%	-$152K	0.08%	108
2024 Q3	$636K	Sell	4,106 -1,130	-22%	-$162K	0.08%	101
2024 Q2	$370K	Buy	5,236 +230	+5%	+$34.3K	0.05%	132
2024 Q1	$795K	Sell	5,006 -410	-8%	-$47.6K	0.1%	103
2023 Q4	$546K	Buy	5,416 +514	+10%	+$44.5K	0.06%	118
2023 Q3	$381K	Buy	4,902 +54	+1%	+$3.72K	0.04%	143
2023 Q2	$303K	Buy	4,848 +136	+3%	+$8.11K	0.03%	166
2023 Q1	$287K	Buy	4,712 +68	+1%	+$4.25K	0.03%	167
2022 Q4	$267K	Buy	+4,644	New	+$279K	0.03%	156

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MainStreet Investment Advisors's WSM Position: Q4 2025 in Review

MainStreet Investment Advisors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,118 shares — an estimated $219K sold.

MainStreet Investment Advisors first reported a position in WSM in Q4 2022 and held it in 12 quarters. The position peaked at $795K in Q1 2024. 949 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

MainStreet Investment Advisors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
MainStreet Investment Advisors sold 1,118 Williams-Sonoma shares in Q4 2025, an estimated $219K.
MainStreet Investment Advisors first reported a position in Williams-Sonoma in Q4 2022 and held it in 12 quarters.
MainStreet Investment Advisors's Williams-Sonoma position peaked at $795K in Q1 2024.
949 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on MainStreet Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.