SEC 13F Intelligence

Sfe Investment Counsel / WSM

Sfe Investment Counsel’s Williams Sonoma Inc Position

Does Sfe Investment Counsel own Williams Sonoma Inc (WSM)? Yes40.8K shares worth $7M (+1.17% of its 13F portfolio) as of Q1 2026, up from 35.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
40.8K
% of Portfolio
+1.17%
Quarters Held
26
currently held

Position History WSM

Reported value by quarter
Q4 ’18: $359,000Q4 ’18Q2 ’19: $375,000Q3 ’19: $392,000Q4 ’19: $423,000Q4 ’20: $398,000Q4 ’20Q1 ’21: $480,000Q2 ’21: $441,000Q3 ’21: $669,000Q4 ’21: $1MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $4MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.8K$7M+1.17%
Q4 202535.1K$6M+0.96%
Q3 202531.7K$6M+0.99%
Q2 202531.8K$5M+0.92%
Q1 202527.0K$4M+0.85%
Q4 202439.7K$7M+1.56%
Q3 202440.2K$6M+1.30%
Q2 202420.0K$6M+1.25%
Q1 202423.4K$7M+1.69%
Q4 202330.9K$6M+1.62%
Q3 202335.1K$5M+1.59%
Q2 202332.9K$4M+1.16%
Q1 202330.6K$4M+1.11%
Q4 202228.2K$3M+1.05%
Q3 202231.7K$4M+1.18%
Q2 202231.4K$3M+1.04%
Q1 202228.8K$4M+1.06%
Q4 20217.3K$1M+0.32%
Q3 20213.8K$669,000+0.19%
Q2 20212.8K$441,000+0.12%
Q1 20212.7K$480,000+0.14%
Q4 20203.9K$398,000+0.13%
Q4 20195.8K$423,000+0.17%
Q3 20195.8K$392,000+0.17%
Q2 20195.8K$375,000+0.16%
Q4 20187.1K$359,000+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of WSM.