JONES FINANCIAL COMPANIES LLLP

Position in WSM — Williams Sonoma Inc

CIK 815917 DES PERES, MO

Position in WSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,547,312

+$1,964,813 QoQ

Shares Held

28,088

+11.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#225

of 996 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $131,866,353 across 32 Specialty Retail names. WSM ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	60,089	$47,758,136
2	ULTA	Ulta Beauty, Inc.	81,820	$36,899,183
3	TSCO	Tractor Supply Co /De/	843,409	$26,660,157
4	DKS	Dick's Sporting Goods, Inc.	34,515	$7,828,346
5	WSM	Williams Sonoma Inc This page	28,088	$6,547,312
6	BBWI	Bath & Body Works, Inc.	86,434	$1,999,218
7	BBY	Best Buy Co Inc	22,062	$1,674,064
8	ASO	Academy Sports & Outdoors, Inc.	17,873	$842,354

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,547,312	28,088	+11.8%	Shares	Sole	2026-08-14
2026-03-31	$4,582,499	25,133	+229.1%	Shares	Sole	2026-05-15
2025-12-31	$1,363,891	7,637	+15.3%	Shares	Sole	2026-02-17
2025-09-30	$1,294,660	6,624	+28.0%	Shares	Sole	2025-11-04
2025-06-30	$845,766	5,177	+7.9%	Shares	Sole	2025-08-13
2025-03-31	$758,880	4,800	+22.9%	Shares	Sole	2025-05-28
2024-12-31	$723,127	3,905	+132.0%	Shares	Sole	2025-02-06
2024-09-30	$260,730	1,683	+592.6%	Shares	Sole	2024-11-12
2024-06-30	$68,615	243	+556.8%	Shares	Sole	2024-08-14
2021-12-31	$6,257	37	0.0%	Shares	Sole	2022-02-11
2021-09-30	$6,561	37	0.0%	Shares	Sole	2021-11-12
2021-06-30	$5,907	37	0.0%	Shares	Sole	2021-08-12
2021-03-31	$6,630	37	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.