WSM β€” Williams Sonoma Inc

Ownership history in Kimelman & Baird, LLC  Β·  7 quarters on record

AI Ownership Summary

Kimelman & Baird, LLC reported Williams Sonoma Inc (WSM) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows WSM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kimelman & Baird, LLC's position in Williams Sonoma Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WSM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kimelman & Baird, LLC held WSM β€” position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,144 β€” 0% 0.03% $419K 2025-11-25 $179.02
2025 Q2 UNCHANGED 2,144 β€” 0% 0.03% $350K 2025-08-12 $205.59
2025 Q1 UNCHANGED 2,144 β€” 0% 0.03% $339K 2025-05-13 $172.61
2024 Q4 UNCHANGED 2,144 β€” 0% 0.03% $397K 2025-02-10 $206.17
2024 Q3 ADDED 2,144 +1,072 +100.0% 0.03% $332K 2024-11-15 $128.29
2024 Q2 REDUCED 1,072 -501 -31.8% 0.02% $303K 2024-08-19 $137.28
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kimelman & Baird, LLC and WSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kimelman & Baird, LLC reported owning WSM?

Kimelman & Baird, LLC reported WSM across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported WSM position in Kimelman & Baird, LLC's portfolio?

The largest reported portfolio weight for WSM was 0.03% in 2025 Q3.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2025 Q3, when Kimelman & Baird, LLC reported 2,144 shares, equal to 0.03% of portfolio, with an estimated market value of $419K.

What does the chart on this WSM ownership page compare?

The chart compares Kimelman & Baird, LLC's quarterly WSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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