Position in WSM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,055,935
+$1,828,192 QoQ
Shares Held
38,850
-2.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $61,760,118 across 16 Specialty Retail names. WSM ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
76,639 | $17,382,491 | |
| 2 | CASY |
Caseys General Stores Inc
|
13,486 | $10,718,537 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
38,850 | $9,055,935 | |
| 4 | BBY |
Best Buy Co Inc
|
88,595 | $6,722,588 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
14,801 | $6,674,954 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
187,987 | $5,942,269 | |
| 7 | WINA |
Winmark Corp
|
4,281 | $1,811,205 | |
| 8 | MUSA |
Murphy USA Inc.
|
1,386 | $746,873 |
All Filings in WSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,055,935 | 38,850 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,227,743 | 39,641 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,241,928 | 46,150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,907,047 | 45,572 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,208,186 | 56,364 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,762,833 | 61,751 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,596,341 | 62,622 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,375,302 | 66,972 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,023,570 | 35,498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,701,615 | 36,852 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,520,542 | 37,271 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,218,641 | 40,017 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,164,778 | 41,272 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,172,086 | 34,293 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,438,291 | 29,919 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,285,658 | 27,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,485,938 | 31,419 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,712,210 | 32,498 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,727,521 | 27,952 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,825,503 | 27,212 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,816,113 | 23,903 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,697,971 | 20,636 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,754,092 | 17,224 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,560,632 | 17,256 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,125,707 | 62,501 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,189,255 | 75,006 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||