Sandy Spring Bank’s Williams-Sonoma WSM Stock Holding History

Sandy Spring Bank’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 Q1	$15.3K	Hold	97	–	–	﹤0.01%	780
2024 Q4	$17.9K	Hold	97	–	–	﹤0.01%	767
2024 Q3	$15K	Sell	97 -19	-16%	-$2.73K	﹤0.01%	802
2024 Q2	$16.4K	Buy	116 +18	+18%	+$2.68K	﹤0.01%	793
2024 Q1	$15.5K	Hold	98	–	–	﹤0.01%	785
2023 Q4	$9.87K	Hold	98	–	–	﹤0.01%	818
2023 Q3	$7.6K	Hold	98	–	–	﹤0.01%	863
2023 Q2	$6.12K	Hold	98	–	–	﹤0.01%	927
2023 Q1	$5.95K	Hold	98	–	–	﹤0.01%	907
2022 Q4	$5.62K	Hold	98	–	–	﹤0.01%	910
2022 Q3	$6K	Hold	98	–	–	﹤0.01%	902
2022 Q2	$5K	Hold	98	–	–	﹤0.01%	955
2022 Q1	$7K	Hold	98	–	–	﹤0.01%	928
2021 Q4	$8K	Buy	+98	New	+$9.13K	﹤0.01%	957

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's WSM Position: Q1 2025 in Review

Sandy Spring Bank held its Williams-Sonoma (WSM) position steady in Q1 2025 at 97 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Sandy Spring Bank first reported a position in WSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $17.9K in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Sandy Spring Bank held 97 shares of Williams-Sonoma worth $15.3K as of Q1 2025.
Sandy Spring Bank left its Williams-Sonoma share count unchanged in Q1 2025.
Williams-Sonoma made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #780 holding.
Sandy Spring Bank first reported a position in Williams-Sonoma in Q4 2021 and has held it in 14 quarters since.
Sandy Spring Bank's Williams-Sonoma position peaked at $17.9K in Q4 2024.
902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.