Position in WSM
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$1,028,704
-$302,555 QoQ
Shares Held
5,642
-21.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 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, 2026Western Wealth Management, LLC holds $2,575,619 across 14 Specialty Retail names. WSM ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
5,642 | $1,028,704 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
21,912 | $992,612 | |
| 3 | ASO |
Academy Sports & Outdoors, Inc.
|
4,999 | $282,193 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
420 | $219,538 | |
| 5 | BBY |
Best Buy Co Inc
|
235 | $15,087 | |
| 6 | GME |
GameStop Corp.
|
545 | $12,556 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
49 | $9,716 | |
| 8 | FIVE |
Five Below, Inc
|
30 | $6,854 |
All Filings in WSM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,704 | 5,642 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,331,259 | 7,189 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,155,858 | 7,461 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $681,209 | 6,752 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $538,150 | 6,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $419,156 | 6,699 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $362,060 | 5,952 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $199,041 | 3,464 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $275,945 | 4,683 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $254,519 | 4,588 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $216,412 | 2,985 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||