Westpac Banking Corp’s Williams-Sonoma WSM Stock Holding History

Westpac Banking Corp’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	-1,536	Closed	-$243K	–	492
2025 Q1	$243K	Buy	+1,536	New	+$297K	0.02%	310
2023 Q2	–	Sell	-46,256	Closed	-$2.81M	–	780
2023 Q1	$2.81M	Sell	46,256 -1,478	-3%	-$92.3K	0.04%	468
2022 Q4	$2.74M	Buy	47,734 +676	+1%	+$40.6K	0.04%	437
2022 Q3	$2.77M	Sell	47,058 -248	-0.5%	-$17.6K	0.04%	445
2022 Q2	$2.62M	Buy	47,306 +24,840	+111%	+$1.61M	0.03%	487
2022 Q1	$1.63M	Buy	22,466 +15,294	+213%	+$1.16M	0.02%	615
2021 Q4	$607K	Buy	7,172 +1,458	+26%	+$136K	0.01%	766
2021 Q3	$507K	Buy	5,714 +1,514	+36%	+$128K	0.01%	810
2021 Q2	$335K	Buy	4,200 +2,200	+110%	+$187K	﹤0.01%	839
2021 Q1	$179K	Buy	+2,000	New	+$135K	﹤0.01%	785
2016 Q3	–	Sell	-246,400	Closed	-$6.42M	–	872
2016 Q2	$6.42M	Buy	246,400 +52,200	+27%	+$1.43M	0.07%	309
2016 Q1	$5.32M	Buy	194,200 +143,200	+281%	+$3.88M	0.06%	336
2015 Q4	$1.49M	Buy	+51,000	New	+$1.75M	0.02%	504
2013 Q3	–	Sell	-2,600	Closed	-$67K	–	985
2013 Q2	$67K	Buy	+2,600	New	+$70.1K	﹤0.01%	926

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