Position in WSM
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$24,303,677
+$462,270 QoQ
Shares Held
133,295
-0.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 79.44409017592558.ToString("F0")%
Shared 0.ToString("F0")%
None 20.555909824074423.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $25,294,212 across 2 Specialty Retail names. WSM ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
133,295 | $24,303,677 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,895 | $990,535 |
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,303,677 | 133,295 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $23,841,407 | 133,498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,114,465 | 133,612 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,758,923 | 133,188 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,565,841 | 117,431 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,797,750 | 112,311 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,419,824 | 112,444 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,018,460 | 56,794 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,044,365 | 56,967 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,520,073 | 44,802 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,404,192 | 43,812 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,403,757 | 22,435 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||