Ridgewood Investments’s Williams-Sonoma WSM Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-800	Closed	-$131K	–	705
2025 Q2	$131K	Buy	+800	New	+$126K	0.06%	234
2024 Q3	–	Sell	-122	Closed	-$17.3K	–	811
2024 Q2	$17.3K	Buy	+122	New	+$18.2K	0.01%	451
2023 Q3	–	Sell	-976	Closed	-$61.1K	–	786
2023 Q2	$61.1K	Buy	976 +108	+12%	+$6.44K	0.03%	301
2023 Q1	$52.8K	Buy	+868	New	+$54.2K	0.03%	327
2019 Q2	–	Sell	-9,888	Closed	-$278K	–	201
2019 Q1	$278K	Sell	9,888 -2,934	-23%	-$80.9K	0.23%	132
2018 Q4	$421K	Hold	12,822	–	–	0.34%	89
2018 Q3	$421K	Hold	12,822	–	–	0.33%	90
2018 Q2	$394K	Buy	12,822 +4,206	+49%	+$113K	0.35%	87
2018 Q1	$227K	Buy	+8,616	New	+$228K	0.21%	132

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ridgewood Investments's WSM Position: Q3 2025 in Review

Ridgewood Investments sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 800 shares — an estimated $131K sold.

Ridgewood Investments first reported a position in WSM in Q1 2018 and held it in 9 quarters. The position peaked at $421K in Q4 2018. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

Ridgewood Investments reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 800 Williams-Sonoma shares in Q3 2025, an estimated $131K.
Ridgewood Investments first reported a position in Williams-Sonoma in Q1 2018 and held it in 9 quarters.
Ridgewood Investments's Williams-Sonoma position peaked at $421K in Q4 2018.
942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.