Tableaux
WSM icon

Tableaux’s Williams-Sonoma WSM Stock Holding History

Tableaux’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 		$228K Hold
1,000
– – 0.09% 109
2026
Q2 		$233K Buy
+1,000
New +$198K 0.1% 105
2025
Q4 		– Sell
-2,000
Closed -$391K – 124
2025
Q3 		$391K Buy
+2,000
New +$382K 0.16% 83

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tableaux's WSM Position: Q3 2026 in Review

Tableaux held its Williams-Sonoma (WSM) position steady in Q3 2026 at 1,000 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #109.

Tableaux first reported a position in WSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $391K in Q3 2025. 250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Tableaux held 1,000 shares of Williams-Sonoma worth $228K as of Q3 2026.
  • Tableaux left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up 0.09% of Tableaux's portfolio in Q3 2026, its #109 holding.
  • Tableaux first reported a position in Williams-Sonoma in Q3 2025 and has held it in 3 quarters since.
  • Tableaux's Williams-Sonoma position peaked at $391K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.