Back to WSM
Roberts Wealth Advisors, LLC → WSM
Roberts Wealth Advisors, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$6.6M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $4.9M |
| Q1 2026 | $5.1M |
| Q2 2026 | $6.9M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 28.9K | — | — |
| Q2 2026 | $6.9M | 29.5K | — | — |
| Q1 2026 | $5.1M | 28.2K | — | — |
| Q4 2025 | $4.9M | 27.4K | — | — |
| Q3 2025 | $5.3M | 27.1K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B