BOLTON SECURITIES CORPORATION’s Williams-Sonoma WSM Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$4.84M	Buy	+30,615	New	+$5.92M	0.28%	85

Other funds holding WSM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WSM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Williams-Sonoma (WSM) in Q1 2025: 30,615 shares worth $4.84M. The stake represents 0.28% of the portfolio and ranks #85 among its holdings.

907 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 30,615 shares of Williams-Sonoma worth $4.84M as of Q1 2025.
Williams-Sonoma was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Williams-Sonoma made up 0.28% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #85 holding.
907 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.