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Cornerstone Wealth Group, LLC

Position in WSM — Williams Sonoma Inc

CIK 1774879 HUNTERSVILLE, NC

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, 2026

Cornerstone Wealth Group, LLC holds $3,276,512 across 5 Specialty Retail names. WSM ranks #5 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSM
Williams Sonoma Inc
This page
988 $230,302

All Filings in WSM

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,302 988
2026-03-31 $207,309 1,137
2025-12-31 $205,199 1,149