SEC 13F Intelligence

Monument Capital Management / WSM

Monument Capital Management’s Williams Sonoma Inc Position

Does Monument Capital Management own Williams Sonoma Inc (WSM)? Not currently — the last reported position was 27.6K shares worth $4M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2024
Shares
27.6K
% of Portfolio
+1.18%
Quarters Held
11
position exited

Position History WSM

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $1MQ1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’23: $3MQ1 ’24: $5MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202427.6K$4M+1.18%
Q2 202414.4K$4M+1.19%
Q1 202414.3K$5M+1.31%
Q4 202315.6K$3M+1.01%
Q3 202211.5K$1M+0.51%
Q2 202210.8K$1M+0.45%
Q1 202211.7K$2M+0.55%
Q4 20218.3K$1M+0.44%
Q3 202111.7K$2M+0.71%
Q2 202111.9K$2M+0.66%
Q1 202112.1K$2M+0.87%

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