Position in WSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,053
+$108 QoQ
Shares Held
56
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#916
of 1,001 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,247,610 across 11 Specialty Retail names. WSM ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
589 | $468,131 | |
| 2 | BBY |
Best Buy Co Inc
|
4,324 | $328,105 | |
| 3 | MUSA |
Murphy USA Inc.
|
423 | $227,942 | |
| 4 | BBWI |
Bath & Body Works, Inc.
|
4,359 | $100,823 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
1,240 | $39,196 | |
| 6 | BBW |
Build-A-Bear Workshop Inc
|
1,084 | $33,181 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
65 | $29,313 | |
| 8 | WSM |
Williams Sonoma Inc
This page
|
56 | $13,053 |
All Filings in WSM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,053 | 56 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,945 | 71 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $10,536 | 59 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $12,117 | 62 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $8,331 | 51 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,268 | 27 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $1,859 | 12 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,694 | 6 | Shares | Defined | 2024-08-14 | |
| 2023-03-31 | $729 | 6 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $689 | 6 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $5,421 | 46 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,219 | 20 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,320 | 16 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $3,213 | 19 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,837 | 16 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,554 | 16 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $306,252 | 1,709 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $279,143 | 2,741 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $267,702 | 2,960 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $247,506 | 3,018 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $53,702 | 1,263 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||