Taurus Asset Management’s Williams-Sonoma WSM Stock Holding History

Taurus Asset 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	$791K	Hold	5,000	–	–	0.08%	61
2024 Q4	$926K	Hold	5,000	–	–	0.09%	57
2024 Q3	$775K	Hold	5,000	–	–	0.08%	61
2024 Q2	$706K	Hold	5,000	–	–	0.07%	61
2024 Q1	$794K	Hold	5,000	–	–	0.08%	59
2023 Q4	$504K	Hold	5,000	–	–	0.05%	65
2023 Q3	$389K	Hold	5,000	–	–	0.05%	68
2023 Q2	$313K	Hold	5,000	–	–	0.04%	76
2023 Q1	$304K	Hold	5,000	–	–	0.04%	77
2022 Q4	$287K	Hold	5,000	–	–	0.04%	77
2022 Q3	$295K	Hold	5,000	–	–	0.04%	71
2022 Q2	$277K	Hold	5,000	–	–	0.03%	78
2022 Q1	$363K	Hold	5,000	–	–	0.04%	74
2021 Q4	$423K	Hold	5,000	–	–	0.04%	75
2021 Q3	$443K	Hold	5,000	–	–	0.05%	74
2021 Q2	$399K	Buy	+5,000	New	+$425K	0.04%	77

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taurus Asset Management's WSM Position: Q1 2025 in Review

Taurus Asset Management held its Williams-Sonoma (WSM) position steady in Q1 2025 at 5,000 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #61.

Taurus Asset Management first reported a position in WSM in Q2 2021 and has held it in 16 quarters since. The position peaked at $926K in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

Taurus Asset Management held 5,000 shares of Williams-Sonoma worth $791K as of Q1 2025.
Taurus Asset Management left its Williams-Sonoma share count unchanged in Q1 2025.
Williams-Sonoma made up 0.08% of Taurus Asset Management's portfolio in Q1 2025, its #61 holding.
Taurus Asset Management first reported a position in Williams-Sonoma in Q2 2021 and has held it in 16 quarters since.
Taurus Asset Management's Williams-Sonoma position peaked at $926K in Q4 2024.
902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.