Moran Wealth Management, LLC

Position in WSM — Williams Sonoma Inc

CIK 1965334 Naples, FL

Position in WSM

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$31,462,863

-$3,889,562 QoQ

Shares Held

172,560

-12.8% QoQ

Ownership

0.147%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 99.69112192860455.ToString("F0")% Shared 0.30887807139545664.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Moran Wealth Management, LLC holds $67,395,258 across 4 Specialty Retail names. WSM ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	172,560	$31,462,863
2	CASY	Caseys General Stores Inc	28,627	$20,836,447
3	MUSA	Murphy USA Inc.	15,802	$7,805,713
4	ULTA	Ulta Beauty, Inc.	13,947	$7,290,235

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,462,863	172,560	-12.8%	Shares	Sole	2026-04-27
2025-12-31	$35,352,425	197,953	-6.9%	Shares	Defined	2026-01-26
2025-09-30	$41,565,178	212,664	-4.6%	Shares	Sole	2025-10-23
2025-06-30	$36,437,064	223,034	-21.7%	Shares	Sole	2025-07-28
2025-03-31	$45,032,413	284,835	-9.0%	Shares	Sole	2025-04-23
2024-12-31	$57,952,636	312,953	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$47,766,483	308,330	+91.8%	Shares	Sole	2024-11-08
2024-06-30	$22,697,041	160,761	-4.8%	Shares	Sole	2024-08-13
2024-03-31	$26,819,695	168,927	-5.7%	Shares	Sole	2024-05-15
2023-12-31	$18,080,799	179,213	-6.6%	Shares	Sole	2024-02-08
2023-09-30	$14,909,697	191,888	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$12,046,852	192,534	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$11,747,854	193,126	+9.3%	Shares	Sole	2023-05-10
2022-12-31	$10,156,629	176,760	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.