NMG
WSM icon

New Millennium Group’s Williams-Sonoma WSM Stock Holding History

New Millennium Group’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
Closed -$195 – 536
2025
Q3 		$195 Buy
+1
New +$191 ﹤0.01% 420
2025
Q1 		– Sell
-9
Closed -$1.67K – 646
2024
Q4 		$1.67K Buy
+9
New +$1.43K ﹤0.01% 395

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Millennium Group's WSM Position: Q4 2025 in Review

New Millennium Group sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1 share — an estimated $195 sold.

New Millennium Group first reported a position in WSM in Q4 2024 and held it in 2 quarters. The position peaked at $1.67K in Q4 2024. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • New Millennium Group reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 1 Williams-Sonoma share in Q4 2025, an estimated $195.
  • New Millennium Group first reported a position in Williams-Sonoma in Q4 2024 and held it in 2 quarters.
  • New Millennium Group's Williams-Sonoma position peaked at $1.67K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.