Kimelman & Baird’s Williams-Sonoma WSM Stock Holding History

Kimelman & Baird’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 Q4	–	Sell	-2,144	Closed	-$419K	–	306
2025 Q3	$419K	Hold	2,144	–	–	0.03%	96
2025 Q2	$350K	Hold	2,144	–	–	0.03%	106
2025 Q1	$339K	Hold	2,144	–	–	0.03%	104
2024 Q4	$397K	Hold	2,144	–	–	0.03%	104
2024 Q3	$332K	Hold	2,144	–	–	0.03%	111
2024 Q2	$303K	Buy	+2,144	New	+$320K	0.03%	113
2021 Q2	$251K	Buy	+3,146	New	+$268K	0.02%	108

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kimelman & Baird's WSM Position: Q4 2025 in Review

Kimelman & Baird sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 2,144 shares — an estimated $419K sold.

Kimelman & Baird first reported a position in WSM in Q2 2021 and held it in 7 quarters. The position peaked at $419K in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Kimelman & Baird reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Kimelman & Baird sold 2,144 Williams-Sonoma shares in Q4 2025, an estimated $419K.
Kimelman & Baird first reported a position in Williams-Sonoma in Q2 2021 and held it in 7 quarters.
Kimelman & Baird's Williams-Sonoma position peaked at $419K in Q3 2025.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.