Tilia Fiduciary Partners’s Williams-Sonoma WSM Stock Holding History

Tilia Fiduciary Partners’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	$1.17M	Sell	6,440 -367	-5%	-$73.3K	0.65%	51
2025 Q4	$1.22M	Sell	6,807 -562	-8%	-$105K	0.67%	51
2025 Q3	$1.44M	Sell	7,369 -2,484	-25%	-$475K	0.83%	47
2025 Q2	$1.61M	Sell	9,853 -199	-2%	-$31.2K	0.98%	40
2025 Q1	$1.59M	Sell	10,052 -1,226	-11%	-$237K	1.06%	39
2024 Q4	$2.09M	Sell	11,278 -297	-3%	-$47.1K	1.42%	28
2024 Q3	$1.79M	Sell	11,575 -837	-7%	-$120K	1.24%	36
2024 Q2	$1.75M	Sell	12,412 -212	-2%	-$31.6K	1.37%	32
2024 Q1	$2M	Sell	12,624 -1,336	-10%	-$155K	1.63%	28
2023 Q4	$1.41M	Sell	13,960 -364	-3%	-$31.5K	1.31%	30
2023 Q3	$1.11M	Buy	14,324 +1,736	+14%	+$120K	1.16%	38
2023 Q2	$788K	Buy	+12,588	New	+$750K	0.7%	47
2022 Q2	–	Sell	-406	Closed	-$29K	–	558
2022 Q1	$29K	Hold	406	–	–	0.02%	270
2021 Q4	$34K	Buy	+406	New	+$37.8K	0.03%	264

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tilia Fiduciary Partners's WSM Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Williams-Sonoma (WSM) stake by 5.4% in Q1 2026, selling an estimated $73.3K and leaving 6,440 shares worth $1.17M. The position accounts for 0.65% of the portfolio, ranked #51.

Tilia Fiduciary Partners first reported a position in WSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.09M in Q4 2024. 926 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Tilia Fiduciary Partners held 6,440 shares of Williams-Sonoma worth $1.17M as of Q1 2026.
Tilia Fiduciary Partners sold 367 Williams-Sonoma shares in Q1 2026, an estimated $73.3K.
Williams-Sonoma made up 0.65% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #51 holding.
Tilia Fiduciary Partners first reported a position in Williams-Sonoma in Q4 2021 and has held it in 14 quarters since.
Tilia Fiduciary Partners's Williams-Sonoma position peaked at $2.09M in Q4 2024.
926 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.