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Transform Wealth’s Williams-Sonoma WSM Stock Holding History

Transform 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 		$2.4M Buy
15,205
+746
+5% +$144K 0.15% 108
2024
Q4 		$2.68M Buy
14,459
+446
+3% +$70.8K 0.15% 107
2024
Q3 		$2.17M Buy
+14,013
New +$2.01M 0.14% 98

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's WSM Position: Q1 2025 in Review

Transform Wealth increased its Williams-Sonoma (WSM) stake by 5.2% in Q1 2025, buying an estimated $144K and bringing the position to 15,205 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #108.

Transform Wealth first reported a position in WSM in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.68M in Q4 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Transform Wealth held 15,205 shares of Williams-Sonoma worth $2.4M as of Q1 2025.
  • Transform Wealth bought 746 Williams-Sonoma shares in Q1 2025, an estimated $144K.
  • Williams-Sonoma made up 0.15% of Transform Wealth's portfolio in Q1 2025, its #108 holding.
  • Transform Wealth first reported a position in Williams-Sonoma in Q3 2024 and has held it in 3 quarters since.
  • Transform Wealth's Williams-Sonoma position peaked at $2.68M in Q4 2024.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.