Frank Rimerman Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+911
New +$181K 0.01% 586
2024
Q3
Sell
-1,790
Closed -$253K 571
2024
Q2
$253K Buy
+1,790
New +$267K 0.02% 482

Other funds holding WSM

Frank Rimerman Advisors's WSM Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 911 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in WSM as recently as Q2 2024.

Frank Rimerman Advisors first reported a position in WSM in Q2 2024 and has held it in 2 quarters since. The position peaked at $253K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Frank Rimerman Advisors held 911 shares of Williams-Sonoma worth $212K as of Q2 2026.
  • Williams-Sonoma was a new Frank Rimerman Advisors position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #586 holding.
  • Frank Rimerman Advisors first reported a position in Williams-Sonoma in Q2 2024 and has held it in 2 quarters since.
  • Frank Rimerman Advisors's Williams-Sonoma position peaked at $253K in Q2 2024.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.