T
WSM icon

TOBAM’s Williams-Sonoma WSM Stock Holding History

TOBAM’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
2026
Q1 		– Sell
-1,461
Closed -$261K – 292
2025
Q4 		$261K Buy
+1,461
New +$274K 0.06% 179
2025
Q1 		– Sell
-299
Closed -$55K – 337
2024
Q4 		$55K Buy
+299
New +$47.4K 0.02% 290
2024
Q2 		– Sell
-872
Closed -$138K – 393
2024
Q1 		$138K Buy
+872
New +$101K 0.01% 276
2022
Q4 		– Sell
-918
Closed -$54K – 447
2022
Q3 		$54K Buy
+918
New +$65.2K ﹤0.01% 355
2022
Q2 		– Sell
-800
Closed -$58K – 493
2022
Q1 		$58K Buy
800
+372
+87% +$28.2K ﹤0.01% 377
2021
Q4 		$36K Hold
428
– – ﹤0.01% 411
2021
Q3 		$38K Hold
428
– – ﹤0.01% 401
2021
Q2 		$34K Hold
428
– – ﹤0.01% 410
2021
Q1 		$38K Hold
428
– – ﹤0.01% 384
2020
Q4 		$22K Buy
+428
New +$21.9K ﹤0.01% 422

Other funds holding WSM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return