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Tidemark’s Williams-Sonoma WSM Stock Holding History

Tidemark’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 		$20K Hold
86
– – ﹤0.01% 423
2026
Q1 		$15.7K Buy
86
+2
+2% +$399 ﹤0.01% 406
2025
Q4 		$15K Hold
84
– – ﹤0.01% 388
2025
Q3 		$16.4K Hold
84
– – ﹤0.01% 396
2025
Q2 		$13.7K Hold
84
– – ﹤0.01% 413
2025
Q1 		$13.3K Hold
84
– – ﹤0.01% 395
2024
Q4 		$15.6K Hold
84
– – 0.01% 384
2024
Q3 		$13K Hold
84
– – 0.01% 403
2024
Q2 		$11.9K Hold
84
– – 0.01% 394
2024
Q1 		$13.3K Hold
84
– – 0.01% 395
2023
Q4 		$8.47K Buy
+84
New +$7.27K 0.01% 442

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

Tidemark's WSM Position: Q2 2026 in Review

Tidemark held its Williams-Sonoma (WSM) position steady in Q2 2026 at 86 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Tidemark first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Tidemark held 86 shares of Williams-Sonoma worth $20K as of Q2 2026.
  • Tidemark left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #423 holding.
  • Tidemark first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.