WSM — WILLIAMS SONOMA INC

Ownership history in Linscomb Wealth, Inc.  ·  36 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in WILLIAMS SONOMA INC (WSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.1% (2024 Q4)
Avg. % of fund
0.56%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 107,085 -1,368 -1.3% 0.80% $19.1M $178.03
2025 Q3 REDUCED 108,453 -2,094 -1.9% 0.91% $21.2M $194.15
2025 Q2 REDUCED 110,547 -235 -0.2% 0.83% $18.1M $161.65
2025 Q1 REDUCED 110,782 -8,177 -6.9% 0.87% $17.5M $155.69
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSM price (monthly, adj. close)

Other funds also holding WSM

As of 2025 Q4 — sorted by position size

BLACKHILL CAPITAL INC 3Y 7Y 70.65% REIK & CO., LLC 3Y 7Y 10.14% Leonard Green & Partners, L.P. 3Y 7Y 6.95% WINMILL & CO. INC 3Y 7Y 5.33% THOMAS STORY & SON LLC 3Y 7Y 5.17% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 4.63% Aristotle Capital Management, LLC 3Y 7Y 3.26% HS Management Partners, LLC 3Y 7Y 3.11% Kensington Investment Counsel, LLC 3Y 3.11% Rodgers Brothers Inc. 3Y 7Y 3.03%
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