Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,948
+$7,373 QoQ
Shares Held
77
+32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#896
of 996 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $253,883 across 21 Specialty Retail names. WSM ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
457 | $82,164 | |
| 2 | BBY |
Best Buy Co Inc
|
256 | $19,425 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
77 | $17,948 | |
| 4 | BBW |
Build-A-Bear Workshop Inc
|
569 | $17,417 | |
| 5 | MUSA |
Murphy USA Inc.
|
31 | $16,704 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
716 | $16,561 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
31 | $13,980 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
264 | $12,442 |
All Filings in WSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,948 | 77 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,575 | 58 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,038 | 129 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $129,974 | 665 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $118,933 | 728 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,280 | 84 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $266,103 | 1,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $199,072 | 1,285 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $129,890 | 460 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,563 | 112 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $30,468 | 151 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,796 | 166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,524 | 172 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,112 | 116 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,365 | 125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,370 | 88 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $80,771 | 728 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $102,950 | 710 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $61,563 | 364 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||