Back to WSM
PRINCIPAL FINANCIAL GROUP INC → WSM
PRINCIPAL FINANCIAL GROUP INC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
20
Latest value
$217.3M
Q3 2026
Peak value
$246.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $176.8M |
| Q3 2025 | $17.2M |
| Q3 2025 | $23K |
| Q3 2025 | $839K |
| Q4 2025 | $15.2M |
| Q4 2025 | $558K |
| Q4 2025 | $30K |
| Q4 2025 | $165.4M |
| Q1 2026 | $163.9M |
| Q1 2026 | $15.6M |
| Q1 2026 | $627K |
| Q1 2026 | $29K |
| Q2 2026 | $246.1M |
| Q2 2026 | $255K |
| Q2 2026 | $20.2M |
| Q2 2026 | $33K |
| Q3 2026 | $346K |
| Q3 2026 | $49K |
| Q3 2026 | $18.5M |
| Q3 2026 | $217.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217.3M | 953.4K | — | — |
| Q3 2026 | $18.5M | 81.1K | — | — |
| Q3 2026 | $49K | 214 | — | — |
| Q3 2026 | $346K | 1.5K | — | — |
| Q2 2026 | $33K | 143 | — | — |
| Q2 2026 | $20.2M | 86.6K | — | — |
| Q2 2026 | $255K | 1.1K | — | — |
| Q2 2026 | $246.1M | 1.06M | — | — |
| Q1 2026 | $29K | 157 | — | — |
| Q1 2026 | $627K | 3.4K | — | — |
| Q1 2026 | $15.6M | 85.8K | — | — |
| Q1 2026 | $163.9M | 898.9K | — | — |
| Q4 2025 | $165.4M | 926.4K | — | — |
| Q4 2025 | $30K | 169 | — | — |
| Q4 2025 | $558K | 3.1K | — | — |
| Q4 2025 | $15.2M | 85.0K | — | — |
| Q3 2025 | $839K | 4.3K | — | — |
| Q3 2025 | $23K | 115 | — | — |
| Q3 2025 | $17.2M | 88.2K | — | — |
| Q3 2025 | $176.8M | 904.8K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B