Position in WSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$64,137,931
+$21,969,197 QoQ
Shares Held
275,152
+19.0% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#59
of 1,001 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Boston Trust Walden Corp holds $68,617,514 across 2 Specialty Retail names. WSM ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
275,152 | $64,137,931 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
9,933 | $4,479,583 |
All Filings in WSM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,137,931 | 275,152 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $42,168,734 | 231,277 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $49,538,186 | 277,385 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $64,097,827 | 327,950 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $57,200,900 | 350,131 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $52,455,998 | 331,790 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $80,245,529 | 433,338 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $68,600,899 | 442,815 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $76,124,692 | 269,592 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $99,459,920 | 313,230 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $84,089,998 | 416,741 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $62,903,122 | 404,782 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $33,065,866 | 264,231 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $30,089,924 | 247,328 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $27,176,166 | 236,479 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $27,563,111 | 233,883 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $26,116,741 | 235,392 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $33,504,570 | 231,066 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $33,969,083 | 200,846 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $35,606,800 | 200,794 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $33,022,963 | 206,846 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $79,699,558 | 444,752 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $41,918,769 | 411,614 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $42,123,243 | 465,759 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $36,960,512 | 450,683 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $20,897,049 | 491,464 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||