Position in WSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$658,973
+$200,414 QoQ
Shares Held
2,827
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 1,001 holders
Holding Since
Sep 2025
4 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, 2026Crestwood Advisors Group, LLC holds $1,984,109 across 4 Specialty Retail names. WSM ranks #1 (33.2% of the industry book) .
All Filings in WSM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,973 | 2,827 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $458,559 | 2,515 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $456,476 | 2,556 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $209,131 | 1,070 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||