PINNACLE ASSOCIATES LTD

Position in WSM — Williams Sonoma Inc

CIK 743127 NEW YORK, NY

Position in WSM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$326,106

+$88,166 QoQ

Shares Held

1,399

+7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 1,001 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $2,496,895 across 5 Specialty Retail names. WSM ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULTA	Ulta Beauty, Inc.	2,228	$1,004,783
2	CASY	Caseys General Stores Inc	651	$517,408
3	TSCO	Tractor Supply Co /De/	14,126	$446,522
4	WSM	Williams Sonoma Inc This page	1,399	$326,106
5	MUSA	Murphy USA Inc.	375	$202,076

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,106	1,399	+7.2%	Shares	Sole	2026-08-03
2026-03-31	$237,940	1,305	-0.4%	Shares	Sole	2026-04-22
2025-12-31	$233,952	1,310	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$257,016	1,315	+1.1%	Shares	Sole	2025-11-13
2025-06-30	$212,544	1,301	+8.0%	Shares	Sole	2025-08-04
2024-12-31	$223,141	1,205	-42.2%	Shares	Sole	2025-02-14
2023-03-31	$253,417	2,083	-7.1%	Shares	Sole	2023-05-05
2022-12-31	$257,765	2,243	-11.1%	Shares	Sole	2023-02-01
2022-09-30	$297,335	2,523	-3.1%	Shares	Sole	2022-11-01
2022-06-30	$289,024	2,605	0.0%	Shares	Sole	2022-08-02
2022-03-31	$377,725	2,605	0.0%	Shares	Sole	2022-05-05
2021-12-31	$440,583	2,605	+3.2%	Shares	Sole	2022-02-02
2021-09-30	$447,758	2,525	+2.0%	Shares	Sole	2021-10-19
2021-06-30	$395,133	2,475	+65.0%	Shares	Sole	2021-08-02
2021-03-31	$268,800	1,500	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.