WSM WILLIAMS-SONOMA, INC.

Ownership history in WINMILL & CO. INC  ·  26 quarters on record

AI Ownership Summary

WINMILL & CO. INC reported WILLIAMS-SONOMA, INC. (WSM) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.71% in 2024 Q4. The latest visible filing shows WSM at 5.33% 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 WINMILL & CO. INC'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 5.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.71% 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 WINMILL & CO. INC held WSM — position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 111,994 0% 5.33% $20.0M 2026-02-14 (Est.) $214.57
2025 Q3 UNCHANGED 111,994 0% 5.31% $21.9M 2025-11-13 $185.88
2025 Q2 UNCHANGED 111,994 0% 5.09% $18.3M 2025-08-01 $186.42
2025 Q1 UNCHANGED 111,994 0% 5.38% $17.7M 2025-05-14 $169.82
2024 Q4 UNCHANGED 111,994 0% 6.71% $20.7M 2025-02-13 $203.90
2024 Q3 ADDED 111,994 +55,997 +100.0% 5.84% $17.4M 2024-11-13 $127.17
2024 Q2 UNCHANGED 55,997 0% 5.39% $15.8M 2024-08-13 $139.50
2024 Q1 UNCHANGED 55,997 0% 5.06% $17.8M 2024-05-14 $154.49
2023 Q4 ADDED 55,997 +497 +0.9% 3.62% $11.3M 2024-02-13 $107.73
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WINMILL & CO. INC and WSM

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

How long has WINMILL & CO. INC reported owning WSM?

WINMILL & CO. INC reported WSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSM position in WINMILL & CO. INC's portfolio?

The largest reported portfolio weight for WSM was 6.71% in 2024 Q4.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2025 Q4, when WINMILL & CO. INC reported 111,994 shares, equal to 5.33% of portfolio, with an estimated market value of $20.0M.

What does the chart on this WSM ownership page compare?

The chart compares WINMILL & CO. INC'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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