Position in WSM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$49,699,691
+$11,433,394 QoQ
Shares Held
272,581
+27.2% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.48333522879437.ToString("F0")%
Shared 0.ToString("F0")%
None 7.516664771205623.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $1,680,635,967 across 17 Specialty Retail names. WSM ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
950,911 | $692,130,077 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
9,719,433 | $440,290,310 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
628,540 | $328,544,136 | |
| 4 | BBY |
Best Buy Co Inc
|
1,181,308 | $75,839,969 | |
| 5 | WSM |
Williams Sonoma Inc
This page
|
272,581 | $49,699,691 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
533,108 | $30,093,944 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
102,570 | $20,338,602 | |
| 8 | MUSA |
Murphy USA Inc.
|
35,459 | $17,515,679 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,699,691 | 272,581 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $38,266,297 | 214,269 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $46,220,793 | 236,484 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $45,163,959 | 276,452 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $43,804,289 | 277,067 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $42,177,334 | 227,764 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $38,302,882 | 247,243 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $15,237,103 | 107,923 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,043,027 | 132,542 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,562,048 | 94,777 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,575,129 | 58,882 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,446,670 | 39,103 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,982,842 | 65,475 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,528,626 | 96,217 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,735,328 | 80,362 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,890,459 | 70,130 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,075,289 | 70,004 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,487,419 | 64,890 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,589,600 | 40,485 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,235,065 | 40,527 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,898,725 | 65,834 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,091,573 | 80,353 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,452,184 | 76,342 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,730,604 | 66,592 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,518,133 | 71,408 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||