Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,758,701
+$8,444,983 QoQ
Shares Held
170,565
-0.7% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#77
of 1,001 holders
Holding Since
Mar 2020
26 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, 2026Edgemoor Investment Advisors, Inc. holds $39,758,701 across 1 Specialty Retail name. WSM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
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|
170,565 | $39,758,701 |
All Filings in WSM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,758,701 | 170,565 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $31,313,718 | 171,742 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,057,872 | 173,906 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,646,835 | 177,267 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,314,949 | 179,439 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,304,941 | 185,357 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,572,365 | 186,696 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,972,992 | 193,474 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,888,273 | 98,765 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $31,283,055 | 98,520 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $20,326,106 | 100,734 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,143,263 | 97,447 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,404,877 | 99,128 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,348,003 | 101,496 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,629,559 | 101,197 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,862,545 | 100,658 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,064,599 | 99,726 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,491,010 | 99,938 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,727,464 | 98,903 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $17,923,629 | 101,075 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $21,375,698 | 133,891 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $24,013,875 | 134,006 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,583,622 | 133,382 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,192,125 | 134,809 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,749,788 | 131,079 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,542,269 | 130,345 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||