Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,911,416
+$1,708,710 QoQ
Shares Held
25,360
+10.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#237
of 1,001 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026JLB & ASSOCIATES INC holds $45,996,649 across 2 Specialty Retail names. WSM ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
50,435 | $40,085,233 | |
| 2 | WSM |
Williams Sonoma Inc
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|
25,360 | $5,911,416 |
All Filings in WSM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,911,416 | 25,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,202,706 | 23,050 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,156,756 | 17,676 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $481,979 | 2,466 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||