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Rodgers Brothers Inc.

Position in WSM — Williams Sonoma Inc

CIK 1397290 Harmony, PA

Position in WSM

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$32,553,114
+$7,027,097 QoQ
Shares Held
139,653
-0.2% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#92
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, 2026

Rodgers Brothers Inc. holds $34,535,887 across 2 Specialty Retail names. WSM ranks #1 (94.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSM
Williams Sonoma Inc
This page
139,653 $32,553,114

All Filings in WSM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,553,114 139,653
2026-03-31 $25,526,017 139,999
2025-12-31 $25,319,597 141,775
2025-09-30 $27,318,046 139,770
2025-06-30 $23,568,573 144,265
2025-03-31 $22,846,240 144,505
2024-12-31 $27,135,351 146,535
2024-09-30 $22,870,839 147,630
2024-06-30 $21,005,504 74,390
2024-03-31 $24,141,170 76,028
2023-12-31 $20,112,017 99,673
2023-09-30 $16,181,802 104,130
2023-06-30 $12,409,508 99,165
2023-03-31 $9,684,622 79,604
2022-12-31 $8,370,887 72,841
2022-09-30 $8,979,227 76,192
2022-06-30 $7,954,782 71,697
2022-03-31 $9,537,665 65,777
2021-12-31 $8,020,482 47,422
2021-09-30 $8,772,869 49,472
2021-06-30 $7,978,029 49,972
2021-03-31 $8,408,422 46,922
2020-12-31 $5,822,396 57,172
2020-09-30 $5,343,647 59,085
2020-06-30 $6,117,125 74,590
2020-03-31 $4,025,666 94,677