MCM
WSM icon

Monument Capital Management’s Williams-Sonoma WSM Stock Holding History

Monument Capital Management’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
2024
Q4 		– Sell
-27,584
Closed -$4.27M – 215
2024
Q3 		$4.27M Sell
27,584
-1,156
-4% -$166K 1.18% 23
2024
Q2 		$4.06M Buy
28,740
+88
+0.3% +$13.1K 1.19% 23
2024
Q1 		$4.55M Sell
28,652
-2,588
-8% -$300K 1.31% 16
2023
Q4 		$3.15M Buy
+31,240
New +$2.7M 1.01% 25
2022
Q4 		– Sell
-22,966
Closed -$1.35M – 167
2022
Q3 		$1.35M Buy
22,966
+1,424
+7% +$101K 0.51% 59
2022
Q2 		$1.2M Sell
21,542
-1,768
-8% -$114K 0.45% 63
2022
Q1 		$1.69M Buy
23,310
+6,680
+40% +$506K 0.55% 58
2021
Q4 		$1.41M Sell
16,630
-6,866
-29% -$640K 0.44% 70
2021
Q3 		$2.08M Sell
23,496
-256
-1% -$21.7K 0.71% 56
2021
Q2 		$1.9M Sell
23,752
-362
-2% -$30.8K 0.66% 61
2021
Q1 		$2.16M Buy
+24,114
New +$1.63M 0.87% 57

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Monument Capital Management's WSM Position: Q4 2024 in Review

Monument Capital Management sold out of Williams-Sonoma (WSM) in Q4 2024, closing a stake of 27,584 shares — an estimated $4.27M sold.

Monument Capital Management first reported a position in WSM in Q1 2021 and held it in 11 quarters. The position peaked at $4.55M in Q1 2024. 896 funds tracked by Wall St. Rank hold WSM as of Q4 2024.

  • Monument Capital Management reported no remaining Williams-Sonoma position as of Q4 2024 after selling out during the quarter.
  • Monument Capital Management sold 27,584 Williams-Sonoma shares in Q4 2024, an estimated $4.27M.
  • Monument Capital Management first reported a position in Williams-Sonoma in Q1 2021 and held it in 11 quarters.
  • Monument Capital Management's Williams-Sonoma position peaked at $4.55M in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2024.

Based on Monument Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.