Position in WSM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$545,687
+$219,864 QoQ
Shares Held
2,341
+31.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#588
of 996 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,963,338 across 24 Specialty Retail names. WSM ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
20,279 | $1,538,770 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
2,600 | $1,172,548 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
18,519 | $585,385 | |
| 4 | WSM |
Williams Sonoma Inc
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|
2,341 | $545,687 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
177 | $40,145 | |
| 6 | CASY |
Caseys General Stores Inc
|
40 | $31,791 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
495 | $11,449 | |
| 8 | GME |
GameStop Corp.
|
487 | $10,752 |
All Filings in WSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,687 | 2,341 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $325,823 | 1,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,963,418 | 10,994 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,108,123 | 10,786 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,783,673 | 10,918 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,725,819 | 10,916 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,057,164 | 11,109 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,270,206 | 21,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,994,251 | 10,604 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,179 | 73 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,729 | 73 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $80,963 | 521 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $425,201 | 3,495 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $60,134 | 542 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,740 | 12 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,029 | 12 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,127 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,915 | 12 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,902 | 72 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||