CWM, LLC

Position in WSM — Williams Sonoma Inc

CIK 1535847 OMAHA, NE

Position in WSM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$814,285

+$21,167 QoQ

Shares Held

4,466

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.3958799820868784.ToString("F0")% Shared 0.ToString("F0")% None 97.60412001791312.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

CWM, LLC holds $52,845,619 across 31 Specialty Retail names. WSM ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIVE	Five Below, Inc	62,620	$14,307,417
2	ULTA	Ulta Beauty, Inc.	22,770	$11,902,106
3	BBY	Best Buy Co Inc	148,256	$9,518,035
4	BBWI	Bath & Body Works, Inc.	270,962	$5,058,860
5	MUSA	Murphy USA Inc.	7,918	$3,911,254
6	CASY	Caseys General Stores Inc	4,958	$3,608,729
7	WSM	Williams Sonoma Inc This page	4,466	$814,285
8	TSCO	Tractor Supply Co /De/	17,866	$809,329

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$814,285	4,466	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$793,118	4,441	+18.4%	Shares	Sole	2026-01-26
2025-09-30	$733,132	3,751	+13.4%	Shares	Sole	2025-10-15
2025-06-30	$540,264	3,307	-40.3%	Shares	Sole	2025-07-25
2025-03-31	$876,348	5,543	+98.7%	Shares	Sole	2025-05-01
2024-12-31	$516,467	2,789	+13.4%	Shares	Sole	2025-02-04
2024-09-30	$380,948	2,459	+107.5%	Shares	Sole	2024-10-08
2024-06-30	$167,304	1,185	-93.4%	Shares	Sole	2024-07-10
2024-03-31	$2,833,478	17,847	-45.4%	Shares	Sole	2024-04-05
2023-12-31	$3,297,085	32,680	-5.5%	Shares	Sole	2024-02-01
2023-09-30	$2,688,109	34,596	-8.9%	Shares	Sole	2023-10-11
2023-06-30	$2,375,219	37,961	-0.9%	Shares	Sole	2023-08-03
2023-03-31	$2,330,458	38,311	+4947.6%	Shares	Sole	2023-05-01
2022-12-31	$43,612	759	+37.7%	Shares	Sole	2023-02-01
2022-09-30	$32,467	551	+40.2%	Shares	Sole	2022-10-27
2022-06-30	$21,801	393	+37.9%	Shares	Sole	2022-07-28
2022-03-31	$20,662	285	+42.5%	Shares	Sole	2022-04-21
2021-12-31	$16,913	200	+102.0%	Shares	Sole	2022-01-31
2021-06-30	$7,902	99	0.0%	Shares	Sole	2021-09-15
2021-03-31	$8,870	99	0.0%	Shares	Sole	2021-09-15
2020-12-31	$5,041	99	0.0%	Shares	Sole	2021-09-15
2020-09-30	$4,476	99	0.0%	Shares	Sole	2021-09-15
2020-06-30	$4,059	99	0.0%	Shares	Sole	2021-09-15
2020-03-31	$2,104	99	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.