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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
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 $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

TFB Advisors's WSM Position: Q1 2026 in Review

TFB Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 1,134 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #176 among its holdings. This is a return to the name: TFB Advisors previously reported a position in WSM as recently as Q3 2025.

TFB Advisors first reported a position in WSM in Q1 2024 and has held it in 7 quarters since. The position peaked at $256K in Q2 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • TFB Advisors held 1,134 shares of Williams-Sonoma worth $207K as of Q1 2026.
  • Williams-Sonoma was a new TFB Advisors position in Q1 2026.
  • Williams-Sonoma made up 0.11% of TFB Advisors's portfolio in Q1 2026, its #176 holding.
  • TFB Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 7 quarters since.
  • TFB Advisors's Williams-Sonoma position peaked at $256K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.