Klingman & Associates
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Klingman & Associates’s Williams-Sonoma WSM Stock Holding History

Klingman & Associates’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
2026
Q3 		$486K Buy
2,131
+74
+4% +$17.1K 0.02% 226
2026
Q2 		$479K Sell
2,057
-10
-0.5% -$1.98K 0.02% 207
2026
Q1 		$377K Buy
2,067
+85
+4% +$17K 0.02% 231
2025
Q4 		$354K Buy
1,982
+9
+0.5% +$1.69K 0.02% 235
2025
Q3 		$386K Buy
1,973
+9
+0.5% +$1.72K 0.02% 223
2025
Q2 		$321K Sell
1,964
-123
-6% -$19.3K 0.02% 234
2025
Q1 		$330K Sell
2,087
-157
-7% -$30.3K 0.02% 211
2024
Q4 		$416K Sell
2,244
-91
-4% -$14.4K 0.03% 171
2024
Q3 		$362K Sell
2,335
-109
-4% -$15.6K 0.02% 195
2024
Q2 		$345K Sell
2,444
-62
-2% -$9.24K 0.02% 180
2024
Q1 		$398K Sell
2,506
-72
-3% -$8.36K 0.03% 170
2023
Q4 		$260K Buy
+2,578
New +$223K 0.02% 202

Other funds holding WSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Klingman & Associates's WSM Position: Q3 2026 in Review

Klingman & Associates increased its Williams-Sonoma (WSM) stake by 3.6% in Q3 2026, buying an estimated $17.1K and bringing the position to 2,131 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #226.

Klingman & Associates first reported a position in WSM in Q4 2023 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Klingman & Associates held 2,131 shares of Williams-Sonoma worth $486K as of Q3 2026.
  • Klingman & Associates bought 74 Williams-Sonoma shares in Q3 2026, an estimated $17.1K.
  • Williams-Sonoma made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #226 holding.
  • Klingman & Associates first reported a position in Williams-Sonoma in Q4 2023 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.