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Silverlake Wealth Management’s Williams-Sonoma WSM Stock Holding History

Silverlake Wealth Management’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 		– Sell
-1,616
Closed -$299K – 276
2024
Q4 		$299K Hold
1,616
– – 0.11% 191
2024
Q3 		$250K Sell
1,616
-184
-10% -$26.4K 0.09% 228
2024
Q2 		$254K Hold
1,800
– – 0.1% 215
2024
Q1 		$286K Buy
+1,800
New +$209K 0.15% 180
2022
Q4 		– Sell
-3,772
Closed -$222K – 223
2022
Q3 		$222K Hold
3,772
– – 0.15% 168
2022
Q2 		$209K Hold
3,772
– – 0.14% 180
2022
Q1 		$273K Hold
3,772
– – 0.16% 162
2021
Q4 		$319K Buy
+3,772
New +$351K 0.17% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Silverlake Wealth Management's WSM Position: Q1 2025 in Review

Silverlake Wealth Management sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 1,616 shares — an estimated $299K sold.

Silverlake Wealth Management first reported a position in WSM in Q4 2021 and held it in 8 quarters. The position peaked at $319K in Q4 2021. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Silverlake Wealth Management reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 1,616 Williams-Sonoma shares in Q1 2025, an estimated $299K.
  • Silverlake Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 8 quarters.
  • Silverlake Wealth Management's Williams-Sonoma position peaked at $319K in Q4 2021.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Silverlake Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.