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Sunbelt Securities’s Williams-Sonoma WSM Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-45
Closed -$8.3K – 2868
2025
Q2 		$8.3K Hold
45
– – ﹤0.01% 1340
2025
Q1 		$7.09K Hold
45
– – ﹤0.01% 1337
2024
Q4 		$8.36K Hold
45
– – ﹤0.01% 1343
2024
Q3 		$6.95K Sell
45
-39
-46% -$5.59K ﹤0.01% 1371
2024
Q2 		$12K Hold
84
– – ﹤0.01% 1228
2024
Q1 		$13.4K Buy
+84
New +$9.75K ﹤0.01% 1175

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sunbelt Securities's WSM Position: Q3 2025 in Review

Sunbelt Securities sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 45 shares — an estimated $8.3K sold.

Sunbelt Securities first reported a position in WSM in Q1 2024 and held it in 6 quarters. The position peaked at $13.4K in Q1 2024. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Sunbelt Securities reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 45 Williams-Sonoma shares in Q3 2025, an estimated $8.3K.
  • Sunbelt Securities first reported a position in Williams-Sonoma in Q1 2024 and held it in 6 quarters.
  • Sunbelt Securities's Williams-Sonoma position peaked at $13.4K in Q1 2024.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.