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Edgemoor Investment Advisors, Inc. → WSM
Edgemoor Investment Advisors, Inc. WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$37.7M
Q3 2026
Peak value
$39.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.6M |
| Q4 2025 | $31.1M |
| Q1 2026 | $31.3M |
| Q2 2026 | $39.8M |
| Q3 2026 | $37.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.7M | 165.3K | — | — |
| Q2 2026 | $39.8M | 170.6K | — | — |
| Q1 2026 | $31.3M | 171.7K | — | — |
| Q4 2025 | $31.1M | 173.9K | — | — |
| Q3 2025 | $34.6M | 177.3K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B