Back to WSM
Moran Wealth Management, LLC → WSM
Moran Wealth Management, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$540K
Q3 2026
Peak value
$37.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $60K |
| Q4 2025 | $35.3M |
| Q1 2026 | $31.4M |
| Q1 2026 | $97K |
| Q2 2026 | $37.5M |
| Q2 2026 | $304K |
| Q3 2026 | $35.8M |
| Q3 2026 | $540K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $540K | 2.4K | — | — |
| Q3 2026 | $35.8M | 157.2K | — | — |
| Q2 2026 | $304K | 1.3K | — | — |
| Q2 2026 | $37.5M | 160.9K | — | — |
| Q1 2026 | $97K | 533 | — | — |
| Q1 2026 | $31.4M | 172.0K | — | — |
| Q4 2025 | $35.3M | 197.6K | — | — |
| Q4 2025 | $60K | 335 | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B