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TFB Advisors’s Williams-Sonoma WSM Stock Holding History

TFB Advisors’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 		$262K Sell
1,122
-12
-1% -$2.38K 0.12% 167
2026
Q1 		$207K Buy
+1,134
New +$226K 0.11% 176
2025
Q4 		– Sell
-1,135
Closed -$217K – 322
2025
Q3 		$217K Sell
1,135
-434
-28% -$82.9K 0.06% 289
2025
Q2 		$256K Buy
1,569
+288
+22% +$45.2K 0.07% 285
2025
Q1 		$203K Buy
1,281
+67
+6% +$12.9K 0.06% 315
2024
Q4 		$225K Buy
+1,214
New +$193K 0.06% 297
2024
Q3 		– Sell
-1,736
Closed -$245K – 326
2024
Q2 		$245K Buy
1,736
+38
+2% +$5.66K 0.08% 257
2024
Q1 		$241K Buy
+1,698
New +$197K 0.09% 240

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFB Advisors's WSM Position: Q2 2026 in Review

TFB Advisors reduced its Williams-Sonoma (WSM) stake by 1.1% in Q2 2026, selling an estimated $2.38K and leaving 1,122 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #167.

TFB Advisors first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • TFB Advisors held 1,122 shares of Williams-Sonoma worth $262K as of Q2 2026.
  • TFB Advisors sold 12 Williams-Sonoma shares in Q2 2026, an estimated $2.38K.
  • Williams-Sonoma made up 0.12% of TFB Advisors's portfolio in Q2 2026, its #167 holding.
  • TFB Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.