Select Equity Group’s Williams-Sonoma WSM Stock Holding History

Select Equity Group’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
2026 Q1	$42.5M	Buy	233,063 +756	+0.3%	+$151K	0.22%	76
2025 Q4	$41.5M	Sell	232,307 -20,714	-8%	-$3.88M	0.18%	78
2025 Q3	$49.5M	Sell	253,021 -13,719	-5%	-$2.62M	0.2%	77
2025 Q2	$43.6M	Sell	266,740 -17,784	-6%	-$2.79M	0.18%	78
2025 Q1	$45M	Sell	284,524 -12,198	-4%	-$2.36M	0.19%	74
2024 Q4	$54.9M	Sell	296,722 -4,053	-1%	-$643K	0.22%	72
2024 Q3	$46.6M	Buy	300,775 +1,747	+0.6%	+$251K	0.17%	82
2024 Q2	$42.2M	Sell	299,028 -124,490	-29%	-$18.6M	0.17%	83
2024 Q1	$67.2M	Sell	423,518 -59,624	-12%	-$6.92M	0.24%	72
2023 Q4	$48.7M	Sell	483,142 -34,694	-7%	-$3M	0.17%	78
2023 Q3	$40.2M	Sell	517,836 -10,930	-2%	-$753K	0.16%	82
2023 Q2	$33.1M	Sell	528,766 -1,166	-0.2%	-$69.5K	0.12%	95
2023 Q1	$32.2M	Sell	529,932 -16,138	-3%	-$1.01M	0.11%	91
2022 Q4	$31.4M	Sell	546,070 -38,838	-7%	-$2.33M	0.12%	97
2022 Q3	$34.5M	Sell	584,908 -1,290,180	-69%	-$91.6M	0.12%	84
2022 Q2	$104M	Sell	1,875,088 -35,596	-2%	-$2.3M	0.33%	63
2022 Q1	$139M	Sell	1,910,684 -1,551,690	-45%	-$117M	0.45%	53
2021 Q4	$293M	Sell	3,462,374 -224,302	-6%	-$20.9M	0.8%	37
2021 Q3	$327M	Buy	3,686,676 +31,598	+0.9%	+$2.67M	1.1%	32
2021 Q2	$292M	Sell	3,655,078 -412,004	-10%	-$35.1M	1%	32
2021 Q1	$364M	Sell	4,067,082 -848,922	-17%	-$57.3M	1.32%	27
2020 Q4	$250M	Buy	4,916,004 +1,415,250	+40%	+$72.5M	1.03%	30
2020 Q3	$158M	Sell	3,500,754 -144,746	-4%	-$6.43M	0.78%	38
2020 Q2	$149M	Buy	3,645,500 +2,782,246	+322%	+$94.7M	0.86%	32
2020 Q1	$18.4M	Buy	+863,254	New	+$27.4M	0.13%	84
2019 Q4	–	Sell	-1,558,078	Closed	-$53M	–	116
2019 Q3	$53M	Sell	1,558,078 -67,448	-4%	-$2.23M	0.36%	58
2019 Q2	$52.8M	Sell	1,625,526 -1,633,154	-50%	-$46.8M	0.36%	55
2019 Q1	$91.7M	Sell	3,258,680 -2,439,550	-43%	-$67.3M	0.62%	43
2018 Q4	$144M	Sell	5,698,230 -1,514,748	-21%	-$43.3M	1.09%	36
2018 Q3	$237M	Sell	7,212,978 -1,313,898	-15%	-$41.7M	1.75%	23
2018 Q2	$262M	Sell	8,526,876 -1,688,056	-17%	-$45.2M	2.1%	19
2018 Q1	$269M	Sell	10,214,932 -4,455,028	-30%	-$118M	2.21%	16
2017 Q4	$379M	Sell	14,669,960 -125,720	-0.8%	-$3.2M	3.02%	12
2017 Q3	$369M	Sell	14,795,680 -220,252	-1%	-$5.12M	2.8%	11
2017 Q2	$364M	Buy	15,015,932 +88,182	+0.6%	+$2.25M	2.59%	11
2017 Q1	$400M	Buy	14,927,750 +1,031,688	+7%	+$25.1M	2.98%	10
2016 Q4	$336M	Buy	13,896,062 +228,862	+2%	+$5.83M	2.75%	8
2016 Q3	$349M	Buy	13,667,200 +1,111,642	+9%	+$29.1M	3.01%	8
2016 Q2	$327M	Buy	12,555,558 +683,148	+6%	+$18.7M	2.88%	8
2016 Q1	$325M	Buy	11,872,410 +657,400	+6%	+$17.8M	2.72%	9
2015 Q4	$328M	Buy	11,215,010 +3,888,078	+53%	+$133M	3.13%	6
2015 Q3	$280M	Buy	7,326,932 +1,176,816	+19%	+$47.9M	2.66%	8
2015 Q2	$253M	Sell	6,150,116 -125,028	-2%	-$4.89M	2.31%	14
2015 Q1	$250M	Sell	6,275,144 -993,962	-14%	-$39.4M	2.27%	16
2014 Q4	$275M	Sell	7,269,106 -511,862	-7%	-$17.7M	2.58%	9
2014 Q3	$259M	Sell	7,780,968 -2,641,722	-25%	-$91.5M	2.67%	9
2014 Q2	$374M	Buy	10,422,690 +169,468	+2%	+$5.57M	3.81%	4
2014 Q1	$342M	Buy	10,253,222 +765,278	+8%	+$22.3M	3.73%	5
2013 Q4	$276M	Buy	9,487,944 +928,570	+11%	+$26M	2.88%	10
2013 Q3	$241M	Sell	8,559,374 -1,830	-0%	-$53K	3.26%	7
2013 Q2	$239M	Buy	+8,561,204	New	+$231M	3.37%	5