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Tiemann Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Tiemann Investment 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 		$338K Sell
1,450
-300
-17% -$59.5K 0.12% 133
2026
Q1 		$319K Buy
1,750
+200
+13% +$39.9K 0.13% 136
2025
Q4 		$277K Sell
1,550
-260
-14% -$48.7K 0.11% 147
2025
Q3 		$354K Hold
1,810
– – 0.14% 127
2025
Q2 		$296K Sell
1,810
-75
-4% -$11.8K 0.12% 140
2025
Q1 		$298K Hold
1,885
– – 0.14% 130
2024
Q4 		$349K Buy
1,885
+125
+7% +$19.8K 0.16% 115
2024
Q3 		$273K Hold
1,760
– – 0.12% 155
2024
Q2 		$248K Hold
1,760
– – 0.11% 158
2024
Q1 		$279K Buy
+1,760
New +$204K 0.12% 147

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

Tiemann Investment Advisors's WSM Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its Williams-Sonoma (WSM) stake by 17% in Q2 2026, selling an estimated $59.5K and leaving 1,450 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #133.

Tiemann Investment Advisors first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $354K in Q3 2025. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Tiemann Investment Advisors held 1,450 shares of Williams-Sonoma worth $338K as of Q2 2026.
  • Tiemann Investment Advisors sold 300 Williams-Sonoma shares in Q2 2026, an estimated $59.5K.
  • Williams-Sonoma made up 0.12% of Tiemann Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Tiemann Investment Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • Tiemann Investment Advisors's Williams-Sonoma position peaked at $354K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.