Pinnacle Wealth Planning Services, Inc.
Position in WSM — Williams Sonoma Inc
CIK 1726752
MANSFIELD, OH
Position in WSM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$61,627
+$1,621 QoQ
Shares Held
338
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $815,189 across 20 Specialty Retail names. WSM ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
3,363 | $152,343 | |
| 2 | SBH |
Sally Beauty Holdings, Inc.
|
7,740 | $107,199 | |
| 3 | MUSA |
Murphy USA Inc.
|
208 | $102,745 | |
| 4 | ASO |
Academy Sports & Outdoors, Inc.
|
1,308 | $73,836 | |
| 5 | WSM |
Williams Sonoma Inc
This page
|
338 | $61,627 | |
| 6 | ARHS |
Arhaus, Inc.
|
9,023 | $61,175 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
114 | $59,588 | |
| 8 | WINA |
Winmark Corp
|
97 | $41,472 |
All Filings in WSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,627 | 338 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,006 | 336 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $7,128 | 140 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||