Global Retirement Partners, LLC
PensionPosition in WSM — Williams Sonoma Inc
CIK 1749744
San Rafael, CA
Position in WSM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$399,766
+$93,485 QoQ
Shares Held
1,715
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 1,001 holders
Holding Since
Mar 2022
16 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 Jun 30, 2026Global Retirement Partners, LLC holds $3,915,027 across 21 Specialty Retail names. WSM ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
1,253 | $995,871 | |
| 2 | DKS |
Dick's Sporting Goods, Inc.
|
2,677 | $607,170 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
1,715 | $399,766 | |
| 4 | BBY |
Best Buy Co Inc
|
5,193 | $394,044 | |
| 5 | MUSA |
Murphy USA Inc.
|
680 | $366,431 | |
| 6 | GME |
GameStop Corp.
|
11,511 | $254,162 | |
| 7 | FIVE |
Five Below, Inc
|
1,322 | $237,682 | |
| 8 | ULTA |
Ulta Beauty, Inc.
|
519 | $234,058 |
All Filings in WSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,766 | 1,715 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $306,281 | 1,715 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $264,248 | 1,352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $239,827 | 1,468 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $82,034 | 443 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $46,630 | 301 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $128,760 | 456 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $145,111 | 457 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $115,014 | 570 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $97,435 | 627 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $48,679 | 389 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $44,040 | 362 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,550 | 57 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,913 | 152 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,548 | 41 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,900 | 20 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||