Position in WSM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,249
+$3,575 QoQ
Shares Held
74
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#898
of 996 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $706,655 across 16 Specialty Retail names. WSM ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
393 | $312,352 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
9,685 | $306,142 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
74 | $17,249 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
33 | $14,882 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
57 | $12,928 | |
| 6 | FIVE |
Five Below, Inc
|
48 | $8,629 | |
| 7 | BBY |
Best Buy Co Inc
|
108 | $8,195 | |
| 8 | MUSA |
Murphy USA Inc.
|
15 | $8,083 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,249 | 74 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,674 | 75 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,751 | 77 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,245 | 78 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,742 | 78 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,545 | 92 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,629 | 52 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,055 | 52 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,341 | 26 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,255 | 26 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,246 | 26 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,040 | 26 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,754 | 30 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,893 | 32 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,677 | 32 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,535 | 30 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $10,984 | 99 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $14,355 | 99 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $16,743 | 99 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $17,555 | 99 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $15,805 | 99 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $17,740 | 99 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $10,082 | 99 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,953 | 99 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $8,118 | 99 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||