Position in WSM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,823
+$1,645 QoQ
Shares Held
10
+900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SHP Wealth Management holds $136,228 across 15 Specialty Retail names. WSM ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
|
108 | $53,348 | |
| 2 | DKS |
Dick's Sporting Goods, Inc.
|
194 | $38,468 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
424 | $19,207 | |
| 4 | WINA |
Winmark Corp
|
21 | $8,978 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
11 | $5,749 | |
| 6 | FIVE |
Five Below, Inc
|
12 | $2,741 | |
| 7 | WSM |
Williams Sonoma Inc
This page
|
10 | $1,823 | |
| 8 | BBY |
Best Buy Co Inc
|
28 | $1,797 |
All Filings in WSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||