Moisand Fitzgerald Tamayo’s Williams-Sonoma WSM Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$10.7K	Hold	46	–	–	﹤0.01%	364
2026 Q1	$8.39K	Hold	46	–	–	﹤0.01%	361
2025 Q4	$8.22K	Hold	46	–	–	﹤0.01%	366
2025 Q3	$8.99K	Hold	46	–	–	﹤0.01%	366
2025 Q2	$7.52K	Hold	46	–	–	﹤0.01%	374
2025 Q1	$7.27K	Hold	46	–	–	﹤0.01%	377
2024 Q4	$8.52K	Hold	46	–	–	﹤0.01%	363
2024 Q3	$7.13K	Hold	46	–	–	﹤0.01%	393
2024 Q2	$6.5K	Hold	46	–	–	﹤0.01%	359
2024 Q1	$7.3K	Hold	46	–	–	﹤0.01%	352
2023 Q4	$4.64K	Hold	46	–	–	﹤0.01%	432
2023 Q3	$3.58K	Hold	46	–	–	﹤0.01%	478
2023 Q2	$2.88K	Hold	46	–	–	﹤0.01%	481
2023 Q1	$2.8K	Hold	46	–	–	﹤0.01%	492
2022 Q4	$2.64K	Buy	+46	New	+$2.76K	﹤0.01%	504
2022 Q3	–	Sell	-54	Closed	-$3K	–	895
2022 Q2	$3K	Sell	54 -20	-27%	-$1.29K	﹤0.01%	381
2022 Q1	$5K	Buy	+74	New	+$5.6K	﹤0.01%	273

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

TCM

Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WSM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Williams-Sonoma (WSM) position steady in Q2 2026 at 46 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Moisand Fitzgerald Tamayo first reported a position in WSM in Q1 2022 and has held it in 17 quarters since. 198 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Moisand Fitzgerald Tamayo held 46 shares of Williams-Sonoma worth $10.7K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #364 holding.
Moisand Fitzgerald Tamayo first reported a position in Williams-Sonoma in Q1 2022 and has held it in 17 quarters since.
198 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.