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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Klingman & Associates's WSM Position: Q1 2026 in Review

Klingman & Associates increased its Williams-Sonoma (WSM) stake by 4.3% in Q1 2026, buying an estimated $17K and bringing the position to 2,067 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #231.

Klingman & Associates first reported a position in WSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Klingman & Associates held 2,067 shares of Williams-Sonoma worth $377K as of Q1 2026.
  • Klingman & Associates bought 85 Williams-Sonoma shares in Q1 2026, an estimated $17K.
  • Williams-Sonoma made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #231 holding.
  • Klingman & Associates first reported a position in Williams-Sonoma in Q4 2023 and has held it in 10 quarters since.
  • Klingman & Associates's Williams-Sonoma position peaked at $416K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.