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Painted Porch Advisors’s Williams-Sonoma WSM Stock Holding History

Painted Porch 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
-281
Closed -$54.9K – 440
2025
Q3 		$54.9K Hold
281
– – 0.02% 149
2025
Q2 		$45.9K Sell
281
-27
-9% -$4.24K 0.02% 152
2025
Q1 		$48.7K Sell
308
-349
-53% -$67.4K 0.02% 151
2024
Q4 		$122K Buy
657
+210
+47% +$33.3K 0.06% 95
2024
Q3 		$69.2K Sell
447
-141
-24% -$20.2K 0.04% 132
2024
Q2 		$83K Buy
+588
New +$87.6K 0.05% 101

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Painted Porch Advisors's WSM Position: Q4 2025 in Review

Painted Porch Advisors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 281 shares — an estimated $54.9K sold.

Painted Porch Advisors first reported a position in WSM in Q2 2024 and held it in 6 quarters. The position peaked at $122K in Q4 2024. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Painted Porch Advisors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 281 Williams-Sonoma shares in Q4 2025, an estimated $54.9K.
  • Painted Porch Advisors first reported a position in Williams-Sonoma in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Williams-Sonoma position peaked at $122K in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.