SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in WSM — Williams Sonoma Inc
CIK 1531593
NEW YORK, NY
Position in WSM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$39,747
+$7,423 QoQ
Shares Held
218
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $354,891 across 7 Specialty Retail names. WSM ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
4,432 | $284,534 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
218 | $39,747 | |
| 3 | EYE |
National Vision Holdings, Inc.
|
603 | $15,617 | |
| 4 | BBWI |
Bath & Body Works, Inc.
|
362 | $6,758 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
87 | $3,941 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
7 | $3,658 | |
| 7 | CHPT |
ChargePoint Holdings, Inc.
|
131 | $636 |
All Filings in WSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,747 | 218 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,324 | 181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,630 | 213 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,396 | 82 | Shares | Sole | 2025-08-12 | |
| 2023-03-31 | $60 | 1 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $126,847 | 1,500 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||