Position in WSM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,362,702
+$265,076 QoQ
Shares Held
5,846
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#430
of 996 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, 2026HB Wealth Management, LLC holds $7,210,227 across 11 Specialty Retail names. WSM ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
5,846 | $1,362,702 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
39,244 | $1,240,502 | |
| 3 | FIVE |
Five Below, Inc
|
5,110 | $918,726 | |
| 4 | CASY |
Caseys General Stores Inc
|
1,049 | $833,734 | |
| 5 | EYE |
National Vision Holdings, Inc.
|
33,490 | $636,644 | |
| 6 | BBY |
Best Buy Co Inc
|
7,582 | $575,322 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
1,129 | $509,156 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
2,064 | $468,135 |
All Filings in WSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,702 | 5,846 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,097,626 | 6,020 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $944,383 | 5,288 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $986,631 | 5,048 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $613,781 | 3,757 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $744,492 | 4,709 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $533,133 | 2,879 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||