Plante Moran Financial Advisors, LLC
Position in WSM — Williams Sonoma Inc
CIK 1424717
SOUTHFIELD, MI
Position in WSM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$108,304
+$2,222 QoQ
Shares Held
594
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Plante Moran Financial Advisors, LLC holds $154,802 across 4 Specialty Retail names. WSM ranks #1 (70.0% of the industry book) .
All Filings in WSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,304 | 594 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $106,082 | 594 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $116,097 | 594 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $97,041 | 594 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $93,911 | 594 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $109,996 | 594 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $92,022 | 594 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $41,931 | 297 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,153 | 297 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $28,652 | 284 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $22,066 | 284 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,769 | 284 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,275 | 284 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,318 | 284 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,734 | 284 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $15,754 | 284 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $20,590 | 284 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,016 | 284 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,180 | 284 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $22,670 | 284 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,446 | 284 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,715 | 289 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,103 | 334 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||