LPL Financial LLC

Position in WSM — Williams Sonoma Inc

CIK 1403438 FORT MILL, SC

Position in WSM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$17,910,005

+$2,704,048 QoQ

Shares Held

76,834

-7.9% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#122

of 1,001 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Cyclical · as of Jun 30, 2026

LPL Financial LLC holds $246,409,025 across 18 Specialty Retail names. WSM ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	114,688	$91,152,875
2	TSCO	Tractor Supply Co /De/	1,212,188	$38,317,262
3	BBY	Best Buy Co Inc	422,238	$32,039,419
4	ULTA	Ulta Beauty, Inc.	60,634	$27,344,721
5	WSM	Williams Sonoma Inc This page	76,834	$17,910,005
6	DKS	Dick's Sporting Goods, Inc.	76,818	$17,423,090
7	MUSA	Murphy USA Inc.	13,744	$7,406,229
8	FIVE	Five Below, Inc	25,021	$4,498,525

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,910,005	76,834	-7.9%	Shares	Sole	2026-08-07
2026-03-31	$15,205,957	83,398	+3.8%	Shares	Sole	2026-05-06
2025-12-31	$14,352,563	80,366	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$14,916,939	76,321	+5.9%	Shares	Sole	2025-11-12
2025-06-30	$11,777,179	72,089	+16.9%	Shares	Sole	2025-08-12
2025-03-31	$9,748,446	61,660	+4.6%	Shares	Sole	2025-05-07
2024-12-31	$10,920,434	58,972	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$9,210,148	59,451	+92.8%	Shares	Sole	2024-11-08
2024-06-30	$8,707,161	30,836	+0.3%	Shares	Sole	2024-08-07
2024-03-31	$9,762,142	30,744	-16.9%	Shares	Sole	2024-05-10
2023-12-31	$7,469,290	37,017	-11.9%	Shares	Sole	2024-02-14
2023-09-30	$6,527,266	42,003	+31.1%	Shares	Sole	2023-11-13
2023-06-30	$4,010,737	32,050	+3.5%	Shares	Sole	2023-07-31
2023-03-31	$3,765,863	30,954	+26.2%	Shares	Sole	2023-05-10
2022-12-31	$2,818,987	24,530	-4.7%	Shares	Sole	2023-02-07
2022-09-30	$3,032,044	25,728	-28.5%	Shares	Sole	2022-11-14
2022-06-30	$3,990,538	35,967	-28.4%	Shares	Sole	2022-08-12
2022-03-31	$7,286,830	50,254	+23.6%	Shares	Sole	2022-05-16
2021-12-31	$6,876,149	40,656	+13.7%	Shares	Sole	2022-02-14
2021-09-30	$6,340,966	35,758	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$5,772,305	36,156	+36.8%	Shares	Sole	2021-08-13
2021-03-31	$4,735,360	26,425	+12.4%	Shares	Sole	2021-05-14
2020-12-31	$2,394,462	23,512	+3.5%	Shares	Sole	2021-02-12
2020-09-30	$2,055,068	22,723	+130.3%	Shares	Sole	2020-11-09
2020-06-30	$809,192	9,867	+58.2%	Shares	Sole	2020-08-13
2020-03-31	$265,154	6,236	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.