Jefferies Group's WSM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,222 shares of Williams-Sonoma, Inc. (WSM) worth $1.5 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 17,614 shares. Largest reduction occurred in Q2 2024, reducing 8,430 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Williams-Sonoma (WSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Williams-Sonoma (WSM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -5,165 | Reduce 38.58% | 8,222 | $182.33 |
| Q4 2025 | -4,227 | Reduce 24.00% | 13,387 | $178.59 |
| Q3 2025 | +17,614 | New Buy | 17,614 | $195.45 |
| Q2 2025 | -3,791 | Sold Out | 0 | $0.00 |
| Q1 2025 | -1,209 | Reduce 24.18% | 3,791 | $158.10 |
| Q4 2024 | +968 | Add 24.01% | 5,000 | $185.18 |
| Q3 2024 | +4,032 | New Buy | 4,032 | $154.92 |
| Q2 2024 | -8,430 | Sold Out | 0 | $0.00 |
| Q1 2024 | +8,430 | New Buy | 8,430 | $158.77 |
Jefferies Group's Williams-Sonoma Investment FAQs
Jefferies Group first purchased Williams-Sonoma, Inc. (WSM) in Q1 2024, acquiring 8,430 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Williams-Sonoma, Inc. (WSM) for 9 quarters since Q1 2024.
Jefferies Group's largest addition to Williams-Sonoma, Inc. (WSM) was in Q3 2025, adding 17,614 shares worth $3.44 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,222 shares of Williams-Sonoma, Inc. (WSM), valued at approximately $1.5 M.
As of the Q1 2026 filing, Williams-Sonoma, Inc. (WSM) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Williams-Sonoma, Inc. (WSM) was 17,614 shares, as reported at the end of Q3 2025.