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Retireful LLC’s Williams-Sonoma WSM Stock Holding History

Retireful LLC’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
-4,493
Closed -$878K – 140
2025
Q3 		$878K Sell
4,493
-439
-9% -$83.9K 0.85% 43
2025
Q2 		$806K Sell
4,932
-2,045
-29% -$321K 0.56% 66
2025
Q1 		$1.11M Sell
6,977
-1,470
-17% -$284K 1.05% 36
2024
Q4 		$1.56M Buy
+8,447
New +$1.34M 0.88% 42

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 $3.37T AUM 44.26% 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

Retireful LLC's WSM Position: Q4 2025 in Review

Retireful LLC sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 4,493 shares — an estimated $878K sold.

Retireful LLC first reported a position in WSM in Q4 2024 and held it in 4 quarters. The position peaked at $1.56M in Q4 2024. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Retireful LLC reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Retireful LLC sold 4,493 Williams-Sonoma shares in Q4 2025, an estimated $878K.
  • Retireful LLC first reported a position in Williams-Sonoma in Q4 2024 and held it in 4 quarters.
  • Retireful LLC's Williams-Sonoma position peaked at $1.56M in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.