New York Life Investment Management LLC

Position in WSM — Williams Sonoma Inc

CIK 1133639 New York, NY

Position in WSM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,831,930

+$801,606 QoQ

Shares Held

16,439

-1.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#285

of 1,001 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

New York Life Investment Management LLC holds $20,557,596 across 8 Specialty Retail names. WSM ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	5,180	$4,117,012
2	BBY	Best Buy Co Inc	52,841	$4,009,575
3	WSM	Williams Sonoma Inc This page	16,439	$3,831,930
4	ULTA	Ulta Beauty, Inc.	6,510	$2,935,879
5	TSCO	Tractor Supply Co /De/	78,627	$2,485,399
6	DKS	Dick's Sporting Goods, Inc.	8,313	$1,885,471
7	FIVE	Five Below, Inc	7,188	$1,292,330
8			1,128,013	$0

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,831,930	16,439	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$3,030,324	16,620	-0.7%	Shares	Sole	2026-05-07
2025-12-31	$2,988,167	16,732	-0.0%	Shares	Sole	2026-02-05
2025-09-30	$3,271,051	16,736	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$2,737,427	16,756	+11.3%	Shares	Sole	2025-08-01
2025-03-31	$2,379,879	15,053	+110.5%	Shares	Sole	2025-05-08
2024-03-31	$2,270,339	7,150	+0.7%	Shares	Sole	2024-05-06
2023-12-31	$1,432,032	7,097	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$1,090,286	7,016	+93.8%	Shares	Sole	2023-11-08
2023-06-30	$453,006	3,620	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.