Position in WSM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$230,302
+$22,993 QoQ
Shares Held
988
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#765
of 996 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $3,276,512 across 5 Specialty Retail names. WSM ranks #5 (7.0% of the industry book) .
All Filings in WSM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,302 | 988 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $207,309 | 1,137 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $205,199 | 1,149 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||