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Vest Financial, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
10
Latest value
$700K
Q3 2026
Peak value
$82.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54.2M |
| Q3 2025 | $1M |
| Q4 2025 | $794K |
| Q4 2025 | $53.1M |
| Q1 2026 | $824K |
| Q1 2026 | $61.7M |
| Q2 2026 | $991K |
| Q2 2026 | $82.9M |
| Q3 2026 | $69.1M |
| Q3 2026 | $700K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $700K | 3.1K | — | — |
| Q3 2026 | $69.1M | 303.3K | — | — |
| Q2 2026 | $82.9M | 355.8K | — | — |
| Q2 2026 | $991K | 4.3K | — | — |
| Q1 2026 | $61.7M | 338.2K | — | — |
| Q1 2026 | $824K | 4.5K | — | — |
| Q4 2025 | $53.1M | 297.4K | — | — |
| Q4 2025 | $794K | 4.4K | — | — |
| Q3 2025 | $1M | 5.3K | — | — |
| Q3 2025 | $54.2M | 277.2K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B