Position in WSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,077,618
+$961,052 QoQ
Shares Held
17,493
+2.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#35
of 309 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026GREATMARK INVESTMENT PARTNERS, INC. holds $49,609,732 across 4 Specialty Retail names. WSM ranks #3 (8.2% of the industry book) .
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,077,618 | 17,493 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,116,566 | 17,093 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,836,009 | 15,880 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,099,446 | 15,858 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,538,769 | 15,540 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,977,040 | 12,505 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,873,095 | 10,115 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,464,768 | 9,455 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,385,024 | 4,905 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,277,960 | 7,174 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,456,649 | 7,219 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,072,104 | 6,899 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||