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SVB Wealth’s Williams-Sonoma WSM Stock Holding History

SVB Wealth’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
-1,424
Closed -$264K – 1816
2024
Q4 		$264K Buy
+1,424
New +$226K ﹤0.01% 597
2022
Q4 		– Sell
-6,018
Closed -$354K – 1101
2022
Q3 		$354K Buy
6,018
+1,932
+47% +$137K 0.01% 630
2022
Q2 		$226K Buy
+4,086
New +$264K ﹤0.01% 649
2017
Q4 		– Sell
-13,974
Closed -$348K – 497
2017
Q3 		$348K Sell
13,974
-338,674
-96% -$7.87M 0.01% 386
2017
Q2 		$8.55M Buy
352,648
+8,434
+2% +$215K 0.34% 87
2017
Q1 		$9.23M Buy
344,214
+25,544
+8% +$622K 0.37% 85
2016
Q4 		$7.71M Buy
318,670
+302,720
+1,898% +$7.72M 0.32% 92
2016
Q3 		$407K Buy
+15,950
New +$417K 0.02% 371

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
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's WSM Position: Q1 2025 in Review

SVB Wealth sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 1,424 shares — an estimated $264K sold.

SVB Wealth first reported a position in WSM in Q3 2016 and held it in 8 quarters. The position peaked at $9.23M in Q1 2017. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • SVB Wealth reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 1,424 Williams-Sonoma shares in Q1 2025, an estimated $264K.
  • SVB Wealth first reported a position in Williams-Sonoma in Q3 2016 and held it in 8 quarters.
  • SVB Wealth's Williams-Sonoma position peaked at $9.23M in Q1 2017.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.