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Western Wealth Management, LLC

Position in WSM — Williams Sonoma Inc

CIK 1767902 GOLDEN, CO

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, 2026

Western 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

All Filings in WSM

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,028,704 5,642
2024-12-31 $1,331,259 7,189
2024-09-30 $1,155,858 7,461
2023-12-31 $681,209 6,752
2023-09-30 $538,150 6,926
2023-06-30 $419,156 6,699
2023-03-31 $362,060 5,952
2022-12-31 $199,041 3,464
2022-09-30 $275,945 4,683
2022-06-30 $254,519 4,588
2022-03-31 $216,412 2,985