Position in WSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,219
+$12,396 QoQ
Shares Held
61
+510.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#911
of 1,001 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $151,231 across 14 Specialty Retail names. WSM ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
|
109 | $58,736 | |
| 2 | DKS |
Dick's Sporting Goods, Inc.
|
184 | $41,733 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
61 | $14,219 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
412 | $13,023 | |
| 5 | WINA |
Winmark Corp
|
21 | $8,884 | |
| 6 | CASY |
Caseys General Stores Inc
|
10 | $7,947 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
9 | $4,058 | |
| 8 | BBY |
Best Buy Co Inc
|
16 | $1,214 |
All Filings in WSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,219 | 61 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,823 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $178 | 1 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||