Steward Partners Investment Advisory, LLC
Position in WSM — Williams Sonoma Inc
CIK 1723397
STAMFORD, CT
Position in WSM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$924,230
-$1,401 QoQ
Shares Held
5,069
-2.2% QoQ
Ownership
0.004%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $26,019,880 across 17 Specialty Retail names. WSM ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
127,709 | $8,198,917 | |
| 2 | CASY |
Caseys General Stores Inc
|
10,036 | $7,304,802 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
6,624 | $3,462,431 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
58,077 | $2,630,888 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
10,175 | $2,017,600 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
5,069 | $924,230 | |
| 7 | RH |
Rh
|
3,729 | $521,388 | |
| 8 | MUSA |
Murphy USA Inc.
|
822 | $406,043 |
All Filings in WSM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $924,230 | 5,069 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $925,631 | 5,183 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,024,353 | 5,241 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $854,915 | 5,233 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $983,382 | 6,220 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,293,297 | 6,984 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,329,678 | 8,583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $695,759 | 4,928 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $820,815 | 5,170 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $376,925 | 3,736 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $279,875 | 3,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $168,000 | 2,685 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $174,217 | 2,864 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $166,634 | 2,900 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $199,166 | 3,380 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $81,048 | 1,461 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $59,885 | 826 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $35,466 | 400 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $14,461 | 284 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,525 | 277 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $11,358 | 277 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,889 | 277 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||