ALBION FINANCIAL GROUP /UT

Position in WSM — Williams Sonoma Inc

CIK 1054677 SALT LAKE CITY, UT

Position in WSM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,729,582

+$203,531 QoQ

Shares Held

9,486

+11.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

ALBION FINANCIAL GROUP /UT holds $2,879,970 across 4 Specialty Retail names. WSM ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	9,486	$1,729,582
2	TSCO	Tractor Supply Co /De/	25,000	$1,132,500
3	GRWG	GrowGeneration Corp.	15,000	$16,500
4	DKS	Dick's Sporting Goods, Inc.	7	$1,388

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,729,582	9,486	+11.0%	Shares	Sole	2026-04-27
2025-12-31	$1,526,051	8,545	-2.3%	Shares	Sole	2026-01-21
2025-09-30	$1,708,623	8,742	-1.1%	Shares	Sole	2025-10-20
2025-06-30	$1,444,027	8,839	+2.3%	Shares	Sole	2025-07-17
2025-03-31	$1,366,142	8,641	-26.8%	Shares	Sole	2025-04-25
2024-12-31	$2,185,494	11,802	+2.8%	Shares	Sole	2025-01-17
2024-09-30	$1,779,101	11,484	+98.6%	Shares	Sole	2024-10-09
2024-06-30	$816,472	5,783	+0.9%	Shares	Sole	2024-07-10
2024-03-31	$909,723	5,730	-36.2%	Shares	Sole	2024-04-19
2023-12-31	$905,992	8,980	-1.2%	Shares	Sole	2024-01-26
2023-09-30	$706,059	9,087	+35.5%	Shares	Sole	2023-11-01
2023-06-30	$419,656	6,707	-26.3%	Shares	Sole	2023-07-25
2023-03-31	$553,553	9,100	+7.0%	Shares	Sole	2023-04-18
2022-12-31	$488,639	8,504	-1.7%	Shares	Sole	2023-02-03
2022-09-30	$509,583	8,648	+1.5%	Shares	Sole	2022-10-27
2022-06-30	$472,536	8,518	+5.1%	Shares	Sole	2022-07-29
2022-03-31	$587,322	8,101	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$685,737	8,109	+1.0%	Shares	Sole	2022-02-15
2021-09-30	$711,979	8,030	+1.5%	Shares	Sole	2021-10-19
2021-06-30	$631,735	7,914	+75.6%	Shares	Sole	2021-08-12
2020-12-31	$229,445	4,506	+69.0%	Shares	Sole	2021-02-19
2020-09-30	$120,601	2,667	+6.7%	Shares	Sole	2020-11-13
2020-06-30	$102,512	2,500	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.