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West Coast Financial’s Williams-Sonoma WSM Stock Holding History

West Coast Financial’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
-31,233
Closed -$4.94M – 155
2025
Q1 		$4.94M Sell
31,233
-30,121
-49% -$5.82M 0.56% 40
2024
Q4 		$11.4M Sell
61,354
-512
-0.8% -$81.2K 1.25% 21
2024
Q3 		$9.58M Sell
61,866
-15,452
-20% -$2.22M 1.05% 28
2024
Q2 		$10.9M Sell
77,318
-24,504
-24% -$3.65M 1.29% 23
2024
Q1 		$16.2M Buy
101,822
+2,858
+3% +$332K 1.96% 10
2023
Q4 		$9.98M Buy
98,964
+9,582
+11% +$829K 1.31% 26
2023
Q3 		$6.94M Buy
89,382
+3,320
+4% +$229K 1.04% 29
2023
Q2 		$5.38M Buy
86,062
+4,232
+5% +$252K 0.76% 55
2023
Q1 		$4.98M Sell
81,830
-2,236
-3% -$140K 0.76% 53
2022
Q4 		$4.83M Sell
84,066
-2,190
-3% -$131K 0.82% 44
2022
Q3 		$5.08M Buy
86,256
+2,280
+3% +$162K 0.94% 34
2022
Q2 		$4.66M Buy
83,976
+1,486
+2% +$96.1K 0.83% 45
2022
Q1 		$5.98M Buy
82,490
+4,600
+6% +$348K 0.92% 40
2021
Q4 		$6.59M Buy
77,890
+31,830
+69% +$2.97M 0.94% 41
2021
Q3 		$4.08M Buy
+46,060
New +$3.9M 0.66% 47

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 $47.8B 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 $3.37T AUM 44.26% 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
UBS AM
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

West Coast Financial's WSM Position: Q2 2025 in Review

West Coast Financial sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 31,233 shares — an estimated $4.94M sold.

West Coast Financial first reported a position in WSM in Q3 2021 and held it in 15 quarters. The position peaked at $16.2M in Q1 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • West Coast Financial reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 31,233 Williams-Sonoma shares in Q2 2025, an estimated $4.94M.
  • West Coast Financial first reported a position in Williams-Sonoma in Q3 2021 and held it in 15 quarters.
  • West Coast Financial's Williams-Sonoma position peaked at $16.2M in Q1 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.