Back to WSM
Shulman DeMeo Asset Management LLC → WSM
Shulman DeMeo Asset Management LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $2.4M |
| Q1 2026 | $2.4M |
| Q2 2026 | $3M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 12.2K | — | — |
| Q2 2026 | $3M | 13.0K | — | — |
| Q1 2026 | $2.4M | 13.1K | — | — |
| Q4 2025 | $2.4M | 13.2K | — | — |
| Q3 2025 | $2.6M | 13.3K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B