Cambridge Investment Research Advisors, Inc.
Position in WSM — Williams Sonoma Inc
CIK 1419186
FAIRFIELD, IA
Position in WSM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,796,577
-$113,011 QoQ
Shares Held
15,338
-5.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $40,337,975 across 15 Specialty Retail names. WSM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
19,479 | $14,177,984 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
231,239 | $10,475,126 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
20,444 | $4,053,840 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
7,537 | $3,939,665 | |
| 5 | WSM |
Williams Sonoma Inc
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|
15,338 | $2,796,577 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
29,385 | $1,658,783 | |
| 7 | BBY |
Best Buy Co Inc
|
11,859 | $761,347 | |
| 8 | WINA |
Winmark Corp
|
1,644 | $702,892 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,083,453 | 7,674 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,299,173 | 8,183 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $825,885 | 8,186 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $564,879 | 7,270 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $407,268 | 6,509 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $334,200 | 5,494 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $374,064 | 6,510 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $292,857 | 4,970 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $304,058 | 5,481 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $343,070 | 4,732 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $446,080 | 5,275 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $453,698 | 5,117 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $412,695 | 5,170 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $564,390 | 6,299 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $237,185 | 4,658 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $489,551 | 10,826 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $441,582 | 10,769 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $262,624 | 12,353 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||