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Richards, Merrill & Peterson’s Williams-Sonoma WSM Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-248
Closed -$39.2K – 476
2025
Q1 		$39.2K Hold
248
– – 0.02% 277
2024
Q4 		$45.9K Buy
+248
New +$39.4K 0.02% 249

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richards, Merrill & Peterson's WSM Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 248 shares — an estimated $39.2K sold.

Richards, Merrill & Peterson first reported a position in WSM in Q4 2024 and held it in 2 quarters. The position peaked at $45.9K in Q4 2024. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 248 Williams-Sonoma shares in Q2 2025, an estimated $39.2K.
  • Richards, Merrill & Peterson first reported a position in Williams-Sonoma in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Williams-Sonoma position peaked at $45.9K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.