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Williamson Legacy Group’s Sprouts Farmers Market SFM Stock Holding History

Williamson Legacy Group’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,914
Closed -$1.47M – 127
2025
Q2 		$1.47M Buy
8,914
+1,209
+16% +$198K 1.24% 29
2025
Q1 		$1.18M Buy
7,705
+262
+4% +$39.1K 1.12% 36
2024
Q4 		$946K Buy
7,443
+653
+10% +$86.8K 0.63% 49
2024
Q3 		$750K Buy
+6,790
New +$648K 0.5% 71

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Williamson Legacy Group's SFM Position: Q3 2025 in Review

Williamson Legacy Group sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 8,914 shares — an estimated $1.47M sold.

Williamson Legacy Group first reported a position in SFM in Q3 2024 and held it in 4 quarters. The position peaked at $1.47M in Q2 2025. 713 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

  • Williamson Legacy Group reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,914 Sprouts Farmers Market shares in Q3 2025, an estimated $1.47M.
  • Williamson Legacy Group first reported a position in Sprouts Farmers Market in Q3 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Sprouts Farmers Market position peaked at $1.47M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.