威廉斯-索諾瑪公司
MX ˙ BMV ˙ US9699041011
SecurityMX:WSM / Williams-Sonoma, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership4,349 shares
Latest Disclosed Value $ 793,035
Sowell Financial Services LLC reports 3.15% increase in ownership of WSM / Williams-Sonoma, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 4,349 shares of Williams-Sonoma, Inc. (MX:WSM) valued at $793,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,216 shares of Williams-Sonoma, Inc.. This represents a change in shares of 3.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F WILLIAMS SONOMA COM 969904101 4,349 133 3.15 793 5.31 0.0293
2026-01-21 2025-12-31 13F WILLIAMS SONOMA COM 969904101 4,216 99 2.40 753 -6.34 0.0277
2025-10-17 2025-09-30 13F WILLIAMS SONOMA COM 969904101 4,117 -301 -6.81 805 11.51 0.0309
2025-07-14 2025-06-30 13F WILLIAMS SONOMA COM 969904101 4,418 260 6.25 722 9.74 0.0294
2025-04-17 2025-03-31 13F WILLIAMS SONOMA COM 969904101 4,158 4,158 657 0.0299
2021-08-05 2021-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 0 -2,588 -100.00 0 -100.00
2021-05-07 2021-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 2,588 581 28.95 474 132.35 0.0165
2021-01-13 2020-12-31 13F WILLIAMS SONOMA INC COM COM 969904101 2,007 0 0.00 204 12.09 0.0087
2020-11-12 2020-09-30 13F WILLIAMS SONOMA INC COM COM 969904101 2,007 0 0.00 182 10.30 0.0091
2020-08-13 2020-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 2,007 0 0.00 165 94.12 0.0091
2020-05-12 2020-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 2,007 -924 -31.53 85 -60.47 0.0063
2020-02-07 2019-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 2,931 0 0.00 215 8.04 0.0164
2019-11-14 2019-09-30 13F WILLIAMS SONOMA INC COM COM 969904101 2,931 2,931 199 0.0164
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.