Position in WSM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$964,525
-$183,808 QoQ
Shares Held
5,290
-17.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 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 Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $3,041,496 across 5 Specialty Retail names. WSM ranks #2 (31.7% of the industry book) .
All Filings in WSM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,525 | 5,290 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,148,333 | 6,430 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,063,865 | 6,512 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,029,547 | 6,512 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,205,892 | 6,512 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,008,839 | 6,512 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $424,966 | 3,010 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $557,265 | 3,510 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $356,545 | 3,534 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $230,069 | 2,961 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $3,605 | 65 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,712 | 65 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,496 | 65 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,763 | 65 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,188 | 65 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,824 | 65 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||