NewEdge Advisors, LLC

Position in WSM — Williams Sonoma Inc

CIK 1633516 NEW ORLEANS, LA

Position in WSM

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$974,918

-$13,934 QoQ

Shares Held

5,347

-3.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0.878997568730129.ToString("F0")% Shared 0.ToString("F0")% None 99.12100243126987.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

NewEdge Advisors, LLC holds $29,093,016 across 18 Specialty Retail names. WSM ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	271,231	$12,286,764
2	ULTA	Ulta Beauty, Inc.	14,769	$7,719,903
3	BBY	Best Buy Co Inc	61,883	$3,972,888
4	DKS	Dick's Sporting Goods, Inc.	5,735	$1,137,193
5	WSM	Williams Sonoma Inc This page	5,347	$974,918
6	CASY	Caseys General Stores Inc	1,216	$885,077
7	MUSA	Murphy USA Inc.	1,551	$766,147
8	FIVE	Five Below, Inc	2,964	$677,214

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$974,918	5,347	-3.4%	Shares	Sole	2026-06-03
2025-12-31	$988,852	5,537	+2.7%	Shares	Sole	2026-02-18
2025-09-30	$1,053,866	5,392	-0.4%	Shares	Sole	2025-11-17
2025-06-30	$884,321	5,413	-35.4%	Shares	Sole	2025-08-14
2025-03-31	$1,324,719	8,379	-9.7%	Shares	Sole	2025-05-15
2024-12-31	$1,717,914	9,277	-6.5%	Shares	Sole	2025-02-13
2024-09-30	$1,536,341	9,917	+75.4%	Shares	Sole	2024-11-14
2024-06-30	$798,259	5,654	+91.9%	Shares	Sole	2024-08-16
2024-03-31	$467,880	2,947	+50.7%	Shares	Sole	2024-05-14
2023-12-31	$197,340	1,956	+136.5%	Shares	Sole	2024-02-13
2023-09-30	$64,257	827	+1.5%	Shares	Sole	2023-11-14
2023-06-30	$50,994	815	+267.1%	Shares	Sole	2023-08-14
2023-03-31	$13,504	222	-86.2%	Shares	Sole	2023-05-12
2022-12-31	$92,223	1,605	-89.8%	Shares	Sole	2023-02-14
2021-12-31	$1,325,725	15,677	-9.4%	Shares	Sole	2022-02-17
2021-09-30	$1,534,524	17,307	+12.6%	Shares	Sole	2021-10-29
2021-06-30	$1,226,590	15,366	+237.7%	Shares	Sole	2021-07-22
2021-03-31	$407,680	4,550	-15.9%	Shares	Sole	2021-04-26
2020-12-31	$275,426	5,409	-25.3%	Shares	Sole	2021-01-27
2020-09-30	$327,528	7,243	-14.5%	Shares	Sole	2020-11-03
2020-06-30	$347,230	8,468	+23.0%	Shares	Sole	2020-07-29
2020-03-31	$146,417	6,887	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.