Fortitude Family Office, LLC
Family OfficePosition in WSM — Williams Sonoma Inc
CIK 1950506
SCOTTSDALE, AZ
Position in WSM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,972
+$7,734 QoQ
Shares Held
120
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#881
of 1,001 holders
Holding Since
Dec 2023
11 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, 2026Fortitude Family Office, LLC holds $182,737 across 22 Specialty Retail names. WSM ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
103 | $46,450 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
120 | $27,972 | |
| 3 | CASY |
Caseys General Stores Inc
|
30 | $23,843 | |
| 4 | MUSA |
Murphy USA Inc.
|
35 | $18,860 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
64 | $14,515 | |
| 6 | FIVE |
Five Below, Inc
|
77 | $13,843 | |
| 7 | BBY |
Best Buy Co Inc
|
155 | $11,761 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
135 | $4,267 |
All Filings in WSM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,972 | 120 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,238 | 111 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,287 | 80 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $15,245 | 78 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,742 | 78 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,486 | 60 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,110 | 60 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,295 | 60 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,647 | 20 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,350 | 20 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,035 | 20 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||