Position in WSM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$37,803,458
+$6,340,595 QoQ
Shares Held
162,177
-6.0% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#84
of 1,001 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Moran Wealth Management, LLC holds $75,375,825 across 4 Specialty Retail names. WSM ranks #1 (50.2% of the industry book) .
All Filings in WSM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,803,458 | 162,177 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $31,462,863 | 172,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $35,352,425 | 197,953 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $41,565,178 | 212,664 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $36,437,064 | 223,034 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $45,032,413 | 284,835 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $57,952,636 | 312,953 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $47,766,483 | 308,330 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $45,394,083 | 160,761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,639,390 | 168,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,161,599 | 179,213 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $29,819,395 | 191,888 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,093,704 | 192,534 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,495,709 | 193,126 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,313,259 | 176,760 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||