Westfield Capital Management
WSM icon

Westfield Capital Management’s Williams-Sonoma WSM Stock Holding History

Westfield Capital 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
Q2 		– Sell
-35,723
Closed -$5.65M – 279
2025
Q1 		$5.65M Buy
+35,723
New +$6.9M 0.03% 207
2024
Q2 		– Sell
-75,400
Closed -$12M – 275
2024
Q1 		$12M Buy
75,400
+5,292
+8% +$614K 0.06% 192
2023
Q4 		$7.07M Buy
+70,108
New +$6.07M 0.04% 199
2022
Q1 		– Sell
-696,504
Closed -$58.9M – 265
2021
Q4 		$58.9M Sell
696,504
-228
-0% -$21.2K 0.35% 97
2021
Q3 		$61.8M Sell
696,732
-5,724
-0.8% -$484K 0.37% 100
2021
Q2 		$56.1M Sell
702,456
-15,148
-2% -$1.29M 0.34% 111
2021
Q1 		$64.3M Sell
717,604
-238,548
-25% -$16.1M 0.4% 92
2020
Q4 		$48.7M Buy
+956,152
New +$49M 0.29% 120
2016
Q2 		– Sell
-46,250
Closed -$1.27M – 286
2016
Q1 		$1.27M Buy
46,250
+456
+1% +$12.4K 0.01% 227
2015
Q4 		$1.34M Sell
45,794
-1,023,724
-96% -$35.1M 0.01% 240
2015
Q3 		$40.8M Buy
1,069,518
+32,610
+3% +$1.33M 0.29% 109
2015
Q2 		$42.7M Sell
1,036,908
-67,140
-6% -$2.63M 0.26% 119
2015
Q1 		$44M Sell
1,104,048
-101,514
-8% -$4.03M 0.25% 121
2014
Q4 		$45.6M Sell
1,205,562
-99,796
-8% -$3.46M 0.27% 117
2014
Q3 		$43.4M Sell
1,305,358
-45,156
-3% -$1.56M 0.27% 127
2014
Q2 		$48.5M Sell
1,350,514
-540,380
-29% -$17.8M 0.29% 115
2014
Q1 		$63M Sell
1,890,894
-97,820
-5% -$2.85M 0.38% 92
2013
Q4 		$58M Sell
1,988,714
-1,553,920
-44% -$43.4M 0.34% 99
2013
Q3 		$99.5M Sell
3,542,634
-48,760
-1% -$1.41M 0.64% 48
2013
Q2 		$100M Buy
+3,591,394
New +$96.8M 0.69% 42

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
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

Westfield Capital Management's WSM Position: Q2 2025 in Review

Westfield Capital Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 35,723 shares — an estimated $5.65M sold.

Westfield Capital Management first reported a position in WSM in Q2 2013 and held it in 20 quarters. The position peaked at $100M in Q2 2013. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Westfield Capital Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Westfield Capital Management sold 35,723 Williams-Sonoma shares in Q2 2025, an estimated $5.65M.
  • Westfield Capital Management first reported a position in Williams-Sonoma in Q2 2013 and held it in 20 quarters.
  • Westfield Capital Management's Williams-Sonoma position peaked at $100M in Q2 2013.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Westfield Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.