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Creative Planning WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$23.4M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $120K |
| Q3 2025 | $7.1M |
| Q4 2025 | $7M |
| Q1 2026 | $10.7M |
| Q2 2026 | $223K |
| Q2 2026 | $19.1M |
| Q3 2026 | $237K |
| Q3 2026 | $23.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.4M | 102.7K | — | — |
| Q3 2026 | $237K | 1.0K | — | — |
| Q2 2026 | $19.1M | 81.9K | — | — |
| Q2 2026 | $223K | 957 | — | — |
| Q1 2026 | $10.7M | 58.6K | — | — |
| Q4 2025 | $7M | 39.0K | — | — |
| Q3 2025 | $7.1M | 36.5K | — | — |
| Q3 2025 | $120K | 616 | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B