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.
| 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 |
| 2024 Q4 | REDUCED | 118,959 | -2,586 | -2.1% | 1.10% | $22.0M | $181.83 |
| 2024 Q3 | ADDED | 121,545 | +58,921 | +94.1% | 0.93% | $18.8M | $151.51 |
| 2024 Q2 | REDUCED | 62,624 | -3,248 | -4.9% | 0.92% | $17.7M | $137.55 |
| 2024 Q1 | REDUCED | 65,872 | -3,234 | -4.7% | 1.08% | $20.9M | $154.06 |
| 2023 Q4 | REDUCED | 69,106 | -3,318 | -4.6% | 0.77% | $13.9M | $97.47 |
| 2023 Q3 | REDUCED | 72,424 | -3,803 | -5.0% | 0.66% | $11.3M | $74.64 |
As of 2025 Q4 — sorted by position size