Position in WSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,324
+$3,125 QoQ
Shares Held
40
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#924
of 996 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $55,329 across 17 Specialty Retail names. WSM ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
78 | $17,690 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
40 | $9,324 | |
| 3 | FIVE |
Five Below, Inc
|
45 | $8,090 | |
| 4 | BBY |
Best Buy Co Inc
|
85 | $6,449 | |
| 5 | HZO |
Marinemax Inc
|
110 | $4,028 | |
| 6 | MUSA |
Murphy USA Inc.
|
6 | $3,232 | |
| 7 | CASY |
Caseys General Stores Inc
|
3 | $2,383 | |
| 8 | MNSO |
MINISO Group Holding Ltd
|
80 | $964 |
All Filings in WSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,324 | 40 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,199 | 34 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $8,599 | 44 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||