Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,994
-$9,435 QoQ
Shares Held
883
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Advisory Services Network, LLC holds $9,976,273 across 24 Specialty Retail names. WSM ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
75,744 | $3,431,201 | |
| 2 | CASY |
Caseys General Stores Inc
|
3,416 | $2,486,367 | |
| 3 | BBY |
Best Buy Co Inc
|
27,687 | $1,777,502 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
1,774 | $927,284 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
2,407 | $477,282 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
5,614 | $316,909 | |
| 7 | WSM |
Williams Sonoma Inc
This page
|
883 | $160,994 | |
| 8 | FIVE |
Five Below, Inc
|
671 | $153,308 |
All Filings in WSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,994 | 883 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $170,429 | 872 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $583,391 | 3,571 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,219,582 | 7,714 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $779,977 | 4,212 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $114,329 | 738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $104,193 | 738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $115,897 | 730 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $78,592 | 779 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $25,669 | 422 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $26,488 | 461 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $120,567 | 1,663 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $118,135 | 1,397 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $266,695 | 3,341 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $16,294 | 320 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,826 | 350 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $19,154 | 901 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||