SEC 13F Intelligence

Vest Financial, LLC / WSM

Vest Financial, LLC’s Williams Sonoma Inc Position

Does Vest Financial, LLC own Williams Sonoma Inc (WSM)? Yes — 342.7K shares worth $62M (+0.75% of its 13F portfolio) as of Q1 2026, up from 301.8K shares the prior filed quarter.

Position Value
$62M
Q1 2026
Shares
342.7K
% of Portfolio
+0.75%
Quarters Held
10
currently held

Position History WSM

Reported value by quarter
Q4 ’22: $390,383Q4 ’22Q1 ’24: $21MQ2 ’24: $22MQ2 ’24Q3 ’24: $30MQ4 ’24: $35MQ4 ’24Q1 ’25: $20MQ2 ’25: $33MQ2 ’25Q3 ’25: $55MQ4 ’25: $54MQ4 ’25Q1 ’26: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026342.7K$62M+0.75%
Q4 2025301.8K$54M+0.68%
Q3 2025282.5K$55M+0.72%
Q2 2025202.5K$33M+0.47%
Q1 2025128.8K$20M+0.32%
Q4 2024190.7K$35M+0.62%
Q3 2024191.1K$30M+0.57%
Q2 202476.8K$22M+0.52%
Q1 202464.7K$21M+0.55%
Q4 20223.4K$390,383+0.06%

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