Position in WSM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,729
+$83 QoQ
Shares Held
16
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#954
of 996 holders
Holding Since
Mar 2025
6 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, 2026Physician Wealth Advisors, Inc. holds $77,391 across 15 Specialty Retail names. WSM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
715 | $22,601 | |
| 2 | ASO |
Academy Sports & Outdoors, Inc.
|
339 | $15,977 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
25 | $11,274 | |
| 4 | BBY |
Best Buy Co Inc
|
91 | $6,905 | |
| 5 | CASY |
Caseys General Stores Inc
|
6 | $4,768 | |
| 6 | WSM |
Williams Sonoma Inc
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|
16 | $3,729 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
12 | $2,721 | |
| 8 | MUSA |
Murphy USA Inc.
|
4 | $2,155 |
All Filings in WSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,729 | 16 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,646 | 20 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,143 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,954 | 10 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $980 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,264 | 8 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||