JONES FINANCIAL COMPANIES LLLP

Position in WSM — Williams Sonoma Inc

CIK 815917 DES PERES, MO

Position in WSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,582,499

+$3,218,608 QoQ

Shares Held

25,133

+229.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 99.88859711943981.ToString("F0")% Shared 0.ToString("F0")% None 0.11140288056019733.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $141,131,317 across 29 Specialty Retail names. WSM ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULTA	Ulta Beauty, Inc.	89,729	$46,902,244
2	CASY	Caseys General Stores Inc	62,362	$45,390,804
3	TSCO	Tractor Supply Co /De/	710,561	$32,188,413
4	DKS	Dick's Sporting Goods, Inc.	32,834	$6,510,653
5	WSM	Williams Sonoma Inc This page	25,133	$4,582,499
6	BBWI	Bath & Body Works, Inc.	82,023	$1,531,369
7	BBY	Best Buy Co Inc	19,288	$1,238,289
8	ASO	Academy Sports & Outdoors, Inc.	20,127	$1,136,169

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$34,307	243	+556.8%	Shares	Sole	2024-08-14
2021-12-31	$3,128	37	0.0%	Shares	Sole	2022-02-11
2021-09-30	$3,280	37	0.0%	Shares	Sole	2021-11-12
2021-06-30	$2,953	37	0.0%	Shares	Sole	2021-08-12
2021-03-31	$3,315	37	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.