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Aaron Wealth Advisors LLC

Position in WSM — Williams Sonoma Inc

CIK 1812198 Chicago, IL

Position in WSM

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$796,968
+$173,765 QoQ
Shares Held
3,419
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#532
of 1,001 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSM Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $4,762,130 across 5 Specialty Retail names. WSM ranks #3 (16.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSM
Williams Sonoma Inc
This page
3,419 $796,968

All Filings in WSM

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $796,968 3,419
2026-03-31 $623,203 3,418
2025-12-31 $1,142,440 6,397
2025-09-30 $1,093,347 5,594
2025-06-30 $258,941 1,585
2025-03-31 $239,205 1,513
2024-12-31 $244,252 1,319