Back to WSM
JGP Wealth Management, LLC → WSM
JGP Wealth Management, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$13.9M
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $7.2M |
| Q1 2026 | $8.3M |
| Q2 2026 | $13.7M |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 60.9K | — | — |
| Q2 2026 | $13.7M | 58.8K | — | — |
| Q1 2026 | $8.3M | 45.3K | — | — |
| Q4 2025 | $7.2M | 40.5K | — | — |
| Q3 2025 | $7.5M | 38.3K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B