Position in WSM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$352,447
-$135,285 QoQ
Shares Held
1,512
-43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#666
of 996 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Abacus Wealth Partners, LLC holds $352,447 across 1 Specialty Retail name. WSM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
1,512 | $352,447 |
All Filings in WSM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,447 | 1,512 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $487,732 | 2,675 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $473,442 | 2,651 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||