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Strategic Blueprint’s Williams-Sonoma WSM Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-1,126
Closed -$220K – 786
2025
Q3 		$220K Buy
+1,126
New +$215K 0.01% 679
2024
Q4 		– Sell
-1,452
Closed -$225K – 715
2024
Q3 		$225K Sell
1,452
-554
-28% -$79.5K 0.01% 593
2024
Q2 		$283K Sell
2,006
-102
-5% -$15.2K 0.02% 506
2024
Q1 		$335K Buy
2,108
+98
+5% +$11.4K 0.02% 471
2023
Q4 		$203K Buy
+2,010
New +$174K 0.02% 539
2021
Q3 		– Sell
-820
Closed -$65K – 1332
2021
Q2 		$65K Buy
+820
New +$69.8K 0.01% 565

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Blueprint's WSM Position: Q4 2025 in Review

Strategic Blueprint sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,126 shares — an estimated $220K sold.

Strategic Blueprint first reported a position in WSM in Q2 2021 and held it in 6 quarters. The position peaked at $335K in Q1 2024. 945 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Strategic Blueprint reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 1,126 Williams-Sonoma shares in Q4 2025, an estimated $220K.
  • Strategic Blueprint first reported a position in Williams-Sonoma in Q2 2021 and held it in 6 quarters.
  • Strategic Blueprint's Williams-Sonoma position peaked at $335K in Q1 2024.
  • 945 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.