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MBB Public Markets’s Williams-Sonoma WSM Stock Holding History

MBB Public Markets’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
-1,534
Closed -$251K – 489
2025
Q2 		$251K Sell
1,534
-356
-19% -$55.9K 0.02% 353
2025
Q1 		$299K Buy
+1,890
New +$365K 0.03% 458
2024
Q3 		– Sell
-8,578
Closed -$1.21M – 716
2024
Q2 		$1.21M Buy
8,578
+2,130
+33% +$317K 0.02% 477
2024
Q1 		$1.02M Buy
+6,448
New +$749K 0.06% 93

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

MBB Public Markets's WSM Position: Q3 2025 in Review

MBB Public Markets sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 1,534 shares — an estimated $251K sold.

MBB Public Markets first reported a position in WSM in Q1 2024 and held it in 4 quarters. The position peaked at $1.21M in Q2 2024. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • MBB Public Markets reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 1,534 Williams-Sonoma shares in Q3 2025, an estimated $251K.
  • MBB Public Markets first reported a position in Williams-Sonoma in Q1 2024 and held it in 4 quarters.
  • MBB Public Markets's Williams-Sonoma position peaked at $1.21M in Q2 2024.
  • 940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.