Position in WSM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$15,876,931
+$1,281,129 QoQ
Shares Held
87,078
+6.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.56099129516066.ToString("F0")%
Shared 0.ToString("F0")%
None 24.439008704839342.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $100,519,787 across 11 Specialty Retail names. WSM ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
382,395 | $24,549,758 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
36,200 | $18,922,101 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
87,078 | $15,876,931 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
285,445 | $12,930,658 | |
| 5 | CASY |
Caseys General Stores Inc
|
17,485 | $12,726,631 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
32,552 | $6,454,736 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
268,224 | $5,007,742 | |
| 8 | MUSA |
Murphy USA Inc.
|
3,544 | $1,750,629 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,876,931 | 87,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,595,802 | 81,728 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $34,605,399 | 177,055 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $39,353,708 | 240,887 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,880,775 | 119,423 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,342,123 | 126,051 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $26,245,151 | 169,411 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $12,623,915 | 89,414 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,424,910 | 90,857 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,397,175 | 83,231 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,068,522 | 103,842 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,083,305 | 97,224 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,439,235 | 89,417 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,998,042 | 86,983 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,446,597 | 75,462 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,993,518 | 108,040 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,035,655 | 28,078 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,247,652 | 26,579 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,403,352 | 27,106 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,007,358 | 25,147 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,242,393 | 13,866 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $712,880 | 14,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $917,966 | 20,300 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $885,708 | 21,600 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $376,302 | 17,700 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||