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, 2026Aaron Wealth Advisors LLC holds $4,762,130 across 5 Specialty Retail names. WSM ranks #3 (16.7% of the industry book) .
All Filings in WSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,968 | 3,419 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $623,203 | 3,418 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,142,440 | 6,397 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,093,347 | 5,594 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $258,941 | 1,585 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $239,205 | 1,513 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $244,252 | 1,319 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||