Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$501,772
-$68,108 QoQ
Shares Held
2,752
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Larson Financial Group LLC holds $2,712,107 across 22 Specialty Retail names. WSM ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
2,772 | $549,659 | |
| 2 | WSM |
Williams Sonoma Inc
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|
2,752 | $501,772 | |
| 3 | MNSO |
MINISO Group Holding Ltd
|
24,818 | $402,051 | |
| 4 | BBY |
Best Buy Co Inc
|
5,835 | $374,607 | |
| 5 | MUSA |
Murphy USA Inc.
|
672 | $331,947 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
201 | $105,064 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
2,012 | $91,143 | |
| 8 | FIVE |
Five Below, Inc
|
395 | $90,249 |
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,772 | 2,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $569,880 | 3,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $542,764 | 2,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $381,959 | 2,338 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $335,172 | 2,120 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $350,730 | 1,894 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $318,205 | 2,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,192 | 925 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $327,690 | 1,032 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $121,269 | 601 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $51,126 | 329 | Shares | Sole | 2023-11-03 | |
| 2022-09-30 | $5,656 | 48 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||