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Sound Income Strategies’s Williams-Sonoma WSM Stock Holding History

Sound Income Strategies’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
-270
Closed -$42.7K – 1719
2025
Q1 		$42.7K Buy
+270
New +$52.2K ﹤0.01% 541
2022
Q3 		– Sell
-120
Closed -$7K – 996
2022
Q2 		$7K Hold
120
– – ﹤0.01% 543
2022
Q1 		$9K Hold
120
– – ﹤0.01% 501
2021
Q4 		$10K Hold
120
– – ﹤0.01% 486
2021
Q3 		$11K Hold
120
– – ﹤0.01% 448
2021
Q2 		$10K Hold
120
– – ﹤0.01% 491
2021
Q1 		$10.8K Hold
120
– – ﹤0.01% 470
2020
Q4 		$6K Hold
120
– – ﹤0.01% 563
2020
Q3 		$5K Buy
+120
New +$5.33K ﹤0.01% 552

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

Sound Income Strategies's WSM Position: Q2 2025 in Review

Sound Income Strategies sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 270 shares — an estimated $42.7K sold.

Sound Income Strategies first reported a position in WSM in Q3 2020 and held it in 9 quarters. The position peaked at $42.7K in Q1 2025. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Sound Income Strategies reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 270 Williams-Sonoma shares in Q2 2025, an estimated $42.7K.
  • Sound Income Strategies first reported a position in Williams-Sonoma in Q3 2020 and held it in 9 quarters.
  • Sound Income Strategies's Williams-Sonoma position peaked at $42.7K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.