MORGAN STANLEY

Position in WSM — Williams Sonoma Inc

CIK 895421 NEW YORK, NY

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Position in WSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$267,117,907

+$74,519,452 QoQ

Shares Held

1,145,937

+8.5% QoQ

Ownership

0.973%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in WSM Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $2,672,258,629 across 37 Specialty Retail names. WSM ranks #6 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	636,693	$506,037,221
2	ULTA	Ulta Beauty, Inc.	1,041,675	$469,774,583
3	DKS	Dick's Sporting Goods, Inc.	1,296,474	$294,053,259
4	TSCO	Tractor Supply Co /De/	8,923,915	$282,084,945
5	BBY	Best Buy Co Inc	3,698,616	$280,650,977
6	WSM	Williams Sonoma Inc This page	1,145,937	$267,117,907
7	MUSA	Murphy USA Inc.	228,742	$123,262,197
8	FIVE	Five Below, Inc	427,595	$76,877,298

All Filings in WSM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,117,907	1,145,937	+8.5%	Shares	Defined	2026-08-13
2026-03-31	$192,598,455	1,056,318	-1.7%	Shares	Defined	2026-05-15
2025-12-31	$191,953,348	1,074,827	-4.9%	Shares	Defined	2026-05-27
2025-09-30	$220,825,459	1,129,831	-23.8%	Shares	Defined	2026-05-27
2025-06-30	$242,302,863	1,483,154	+12.0%	Shares	Defined	2025-08-14
2025-03-31	$209,336,408	1,324,076	-26.2%	Shares	Defined	2025-05-15
2024-12-31	$332,348,094	1,794,730	+49.6%	Shares	Defined	2025-05-15
2024-09-30	$185,895,938	1,199,948	+110.1%	Shares	Defined	2025-05-14
2024-06-30	$161,300,182	571,237	+8.9%	Shares	Defined	2025-05-14
2024-03-31	$166,490,497	524,330	-11.7%	Shares	Defined	2024-10-17
2023-12-31	$119,850,250	593,965	+6.3%	Shares	Defined	2024-08-16
2023-09-30	$86,791,362	558,503	-16.6%	Shares	Defined	2023-11-15
2023-06-30	$83,784,853	669,529	-1.6%	Shares	Defined	2023-08-14
2023-03-31	$82,746,555	680,146	-16.6%	Shares	Defined	2023-05-15
2022-12-31	$93,741,731	815,713	+35.4%	Shares	Defined	2023-02-14
2022-09-30	$70,982,818	602,315	-12.8%	Shares	Defined	2022-11-14
2022-06-30	$76,638,929	690,752	+86.3%	Shares	Defined	2022-10-27
2022-03-31	$53,753,675	370,715	-25.5%	Shares	Defined	2022-10-27
2021-12-31	$84,189,190	497,778	+29.7%	Shares	Defined	2022-02-14
2021-09-30	$68,047,545	383,734	-19.2%	Shares	Defined	2021-11-15
2021-06-30	$75,790,003	474,726	+22.9%	Shares	Defined	2021-08-23
2021-03-31	$69,222,090	386,284	+20.6%	Shares	Defined	2021-05-17
2020-12-31	$32,613,545	320,243	+248.5%	Shares	Defined	2021-02-16
2020-09-30	$8,310,621	91,891	-8.4%	Shares	Defined	2020-11-13
2020-06-30	$8,230,112	100,355	-6.1%	Shares	Defined	2020-08-14
2020-03-31	$4,543,430	106,854	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.