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Mechanics Financial Corp’s Williams-Sonoma WSM Stock Holding History

Mechanics Financial Corp’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
-120
Closed -$22.2K – 252
2024
Q4 		$22.2K Hold
120
– – 0.01% 191
2024
Q3 		$18.6K Hold
120
– – 0.01% 196
2024
Q2 		$16.9K Hold
120
– – 0.01% 188
2024
Q1 		$19.1K Buy
120
+50
+71% +$5.8K 0.01% 176
2023
Q4 		$7.06K Hold
70
– – ﹤0.01% 182
2023
Q3 		$5.44K Hold
70
– – ﹤0.01% 188
2023
Q2 		$4.38K Hold
70
– – ﹤0.01% 194
2023
Q1 		$4.26K Hold
70
– – ﹤0.01% 194
2022
Q4 		$4K Buy
70
+40
+133% +$2.4K ﹤0.01% 199
2022
Q3 		$2K Buy
+30
New +$2.13K ﹤0.01% 216

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

Mechanics Financial Corp's WSM Position: Q1 2025 in Review

Mechanics Financial Corp sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 120 shares — an estimated $22.2K sold.

Mechanics Financial Corp first reported a position in WSM in Q3 2022 and held it in 10 quarters. The position peaked at $22.2K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Mechanics Financial Corp reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Mechanics Financial Corp sold 120 Williams-Sonoma shares in Q1 2025, an estimated $22.2K.
  • Mechanics Financial Corp first reported a position in Williams-Sonoma in Q3 2022 and held it in 10 quarters.
  • Mechanics Financial Corp's Williams-Sonoma position peaked at $22.2K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Mechanics Financial Corp's 13F filing for Q1 2025, filed 2 May 2025.