Skip to main content

Hennion & Walsh Asset Management, Inc.

Position in WSM — Williams Sonoma Inc

CIK 1861642 Parsippany, NJ

Position in WSM

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$1,073,192
-$731,328 QoQ
Shares Held
4,604
-53.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#479
of 1,001 holders
Holding Since
Mar 2021
22 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

Hennion & Walsh Asset Management, Inc. holds $3,037,254 across 6 Specialty Retail names. WSM ranks #1 (35.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSM
Williams Sonoma Inc
This page
4,604 $1,073,192

All Filings in WSM

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,073,192 4,604
2026-03-31 $1,804,520 9,897
2025-12-31 $1,864,301 10,439
2025-09-30 $3,106,482 15,894
2025-06-30 $3,133,273 19,179
2025-03-31 $3,168,482 20,041
2024-12-31 $4,161,550 22,473
2024-09-30 $3,292,050 21,250
2024-06-30 $2,284,090 8,089
2024-03-31 $1,941,378 6,114
2023-12-31 $1,483,486 7,352
2023-09-30 $1,561,459 10,048
2023-06-30 $2,154,410 17,216
2023-03-31 $2,167,616 17,817
2022-12-31 $2,234,389 19,443
2022-09-30 $1,701,046 14,434
2022-06-30 $842,665 7,595
2022-03-31 $415,425 2,865
2021-12-31 $881,167 5,210
2021-09-30 $932,401 5,258
2021-06-30 $794,737 4,978
2021-03-31 $817,331 4,561