Meritage Portfolio Management / WSM
Meritage Portfolio Management’s Williams Sonoma Inc Position
Does Meritage Portfolio Management own Williams Sonoma Inc (WSM)? Yes — 73.3K shares worth $13M (+0.87% of its 13F portfolio) as of Q4 2025, down from 75.0K shares the prior filed quarter.
Position Value
$13M
Q4 2025
Shares
73.3K
% of Portfolio
+0.87%
Quarters Held
15
currently held
Position History WSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 73.3K | $13M | +0.87% |
| Q3 2025 | 75.0K | $15M | +0.98% |
| Q2 2025 | 95.1K | $16M | +0.98% |
| Q1 2025 | 101.2K | $16M | +1.06% |
| Q4 2024 | 103.6K | $19M | +1.19% |
| Q3 2024 | 105.9K | $16M | +1.01% |
| Q2 2024 | 53.5K | $15M | +0.95% |
| Q1 2024 | 54.2K | $17M | +1.10% |
| Q4 2023 | 56.7K | $11M | +0.75% |
| Q3 2023 | 52.9K | $8M | +0.61% |
| Q2 2023 | 53.3K | $7M | +0.47% |
| Q1 2023 | 56.0K | $7M | +0.51% |
| Q4 2022 | 54.3K | $6M | +0.49% |
| Q3 2022 | 60.9K | $7M | +0.59% |
| Q2 2022 | 61.1K | $7M | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of WSM.