WSM β€” WILLIAMS SONOMA INC COM

Ownership history in SILVERCREST ASSET MANAGEMENT GROUP LLC  Β·  10 quarters on record

AI Ownership Summary

SILVERCREST ASSET MANAGEMENT GROUP LLC reported WILLIAMS SONOMA INC COM (WSM) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows WSM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERCREST ASSET MANAGEMENT GROUP LLC's position in WILLIAMS SONOMA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SILVERCREST ASSET MANAGEMENT GROUP LLC held WSM β€” position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,050 -278 -20.9% 0.00% $205K 2025-11-14 $180.95
2025 Q1 ADDED 1,328 +335 +33.7% 0.00% $210K 2025-05-15 $169.19
2023 Q4 REDUCED 993 -2,707 -73.2% 0.00% $200K 2024-02-14 $107.47
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SILVERCREST ASSET MANAGEMENT GROUP LLC and WSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVERCREST ASSET MANAGEMENT GROUP LLC reported owning WSM?

SILVERCREST ASSET MANAGEMENT GROUP LLC reported WSM across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WSM position in SILVERCREST ASSET MANAGEMENT GROUP LLC's portfolio?

The largest reported portfolio weight for WSM was 0.00% in 2025 Q1.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2025 Q3, when SILVERCREST ASSET MANAGEMENT GROUP LLC reported 1,050 shares, equal to 0.00% of portfolio, with an estimated market value of $205K.

What does the chart on this WSM ownership page compare?

The chart compares SILVERCREST ASSET MANAGEMENT GROUP LLC's quarterly WSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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