Washington Trust’s Williams-Sonoma WSM Stock Holding History

Washington Trust’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 Q2	–	Sell	-120	Closed	-$19K	–	737
2025 Q1	$19K	Hold	120	–	–	﹤0.01%	533
2024 Q4	$22.2K	Hold	120	–	–	﹤0.01%	564
2024 Q3	$18.6K	Hold	120	–	–	﹤0.01%	598
2024 Q2	$16.9K	Hold	120	–	–	﹤0.01%	604
2024 Q1	$19.1K	Buy	+120	New	+$13.9K	﹤0.01%	590
2023 Q4	–	Sell	-16	Closed	-$1.24K	–	961
2023 Q3	$1.24K	Sell	16 -4	-20%	-$276	﹤0.01%	822
2023 Q2	$1.25K	Hold	20	–	–	﹤0.01%	847
2023 Q1	$1.22K	Hold	20	–	–	﹤0.01%	873
2022 Q4	$1.15K	Hold	20	–	–	﹤0.01%	888
2022 Q3	$1K	Sell	20 -4	-17%	-$284	﹤0.01%	913
2022 Q2	$1K	Buy	24 +2	+9%	+$129	﹤0.01%	915
2022 Q1	$2K	Buy	22 +4	+22%	+$303	﹤0.01%	857
2021 Q4	$2K	Buy	18 +2	+13%	+$186	﹤0.01%	864
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1046
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	1034
2021 Q1	$1K	Sell	16 -4	-20%	-$270	﹤0.01%	994
2020 Q4	$1K	Sell	20 -20	-50%	-$1.02K	﹤0.01%	974
2020 Q3	$2K	Sell	40 -6	-13%	-$267	﹤0.01%	893
2020 Q2	$2K	Sell	46 -36	-44%	-$1.23K	﹤0.01%	792
2020 Q1	$2K	Buy	+82	New	+$2.61K	﹤0.01%	856

Other funds holding WSM

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

BlackRock New York $5.7T 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments

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