Private Wealth Management Group, LLC

Position in WSM — Williams Sonoma Inc

CIK 2011342 PRINCETON, NJ

Position in WSM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,979

+$4,570 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#889

of 996 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $88,620 across 12 Specialty Retail names. WSM ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	31	$24,638
2	WSM	Williams Sonoma Inc This page	90	$20,979
3	TSCO	Tractor Supply Co /De/	341	$10,779
4	DKS	Dick's Sporting Goods, Inc.	47	$10,660
5	ULTA	Ulta Beauty, Inc.	14	$6,313
6	ASO	Academy Sports & Outdoors, Inc.	82	$3,864
7	MUSA	Murphy USA Inc.	6	$3,233
8	ARKO	ARKO Corp.	390	$3,131

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,979	90	0.0%	Shares	Sole	2026-07-27
2026-03-31	$16,409	90	0.0%	Shares	Sole	2026-04-23
2025-12-31	$16,073	90	0.0%	Shares	Sole	2026-01-23
2025-09-30	$17,590	90	0.0%	Shares	Sole	2025-10-17
2025-06-30	$14,703	90	0.0%	Shares	Sole	2025-07-29
2025-03-31	$14,229	90	-3.2%	Shares	Sole	2025-05-02
2024-12-31	$17,221	93	+3.3%	Shares	Sole	2025-01-27
2024-09-30	$13,942	90	+100.0%	Shares	Sole	2024-10-29
2024-06-30	$12,706	45	0.0%	Shares	Sole	2024-08-13
2024-03-31	$14,288	45	0.0%	Shares	Sole	2024-04-30
2023-12-31	$9,080	45	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.