Cambridge Investment Research Advisors, Inc.
Position in WSM — Williams Sonoma Inc
CIK 1419186
FAIRFIELD, IA
Position in WSM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,617,478
+$820,901 QoQ
Shares Held
15,519
+1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#291
of 1,001 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $36,119,305 across 12 Specialty Retail names. WSM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
17,900 | $14,226,741 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
185,027 | $5,848,703 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
20,084 | $4,555,252 | |
| 4 | WSM |
Williams Sonoma Inc
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|
15,519 | $3,617,478 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
7,359 | $3,318,761 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
33,538 | $1,580,645 | |
| 7 | BBY |
Best Buy Co Inc
|
11,587 | $879,221 | |
| 8 | WINA |
Winmark Corp
|
1,500 | $634,620 |
All Filings in WSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,617,478 | 15,519 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,796,577 | 15,338 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,909,588 | 16,292 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,265,774 | 16,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,619,147 | 16,032 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,751,256 | 17,402 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,912,696 | 15,729 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,529,688 | 16,329 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,166,907 | 7,674 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,598,347 | 8,183 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,651,771 | 8,186 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,129,758 | 7,270 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $814,536 | 6,509 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $668,400 | 5,494 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $748,129 | 6,510 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $585,714 | 4,970 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $608,116 | 5,481 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $686,140 | 4,732 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $892,160 | 5,275 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $907,397 | 5,117 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $825,390 | 5,170 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,128,780 | 6,299 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $474,370 | 4,658 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $979,103 | 10,826 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $883,165 | 10,769 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $525,249 | 12,353 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||