WSM Williams Sonoma Inc

Ownership history in THOMAS STORY & SON LLC  ·  34 quarters on record

AI Ownership Summary

THOMAS STORY & SON LLC reported Williams Sonoma Inc (WSM) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.94% in 2024 Q4. The latest visible filing shows WSM at 5.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THOMAS STORY & SON LLC's position in Williams Sonoma Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WSM was reported at 5.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.94% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How THOMAS STORY & SON LLC held WSM — position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 77,867 -925 -1.2% 5.17% $13.9M 2026-02-14 (Est.) $213.72
2025 Q3 REDUCED 78,792 -10,162 -11.4% 5.66% $15.4M 2025-10-14 $189.47
2025 Q2 REDUCED 88,954 -727 -0.8% 5.59% $14.5M 2025-08-11 $197.88
2025 Q1 ADDED 89,681 +202 +0.2% 5.52% $14.2M 2025-05-13 $171.92
2024 Q4 REDUCED 89,479 -575 -0.6% 6.94% $16.6M 2025-01-29 $212.55
2024 Q3 ADDED 90,054 +45,022 +100.0% 5.69% $14.0M 2024-11-01 $129.30
2024 Q2 REDUCED 45,032 -125 -0.3% 5.49% $12.7M 2024-08-02 $136.20
2024 Q1 REDUCED 45,157 -4,835 -9.7% 6.06% $14.3M 2024-04-30 $139.14
2023 Q4 REDUCED 49,992 -15 -0.0% 4.74% $10.1M 2024-03-01 $114.36
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About THOMAS STORY & SON LLC and WSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has THOMAS STORY & SON LLC reported owning WSM?

THOMAS STORY & SON LLC reported WSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSM position in THOMAS STORY & SON LLC's portfolio?

The largest reported portfolio weight for WSM was 6.94% in 2024 Q4.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2025 Q4, when THOMAS STORY & SON LLC reported 77,867 shares, equal to 5.17% of portfolio, with an estimated market value of $13.9M.

What does the chart on this WSM ownership page compare?

The chart compares THOMAS STORY & SON LLC's quarterly WSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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