Williams-Sonoma, Inc.
MX ˙ BMV ˙ US9699041011
SecurityMX:WSM / Williams-Sonoma, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership988,254 shares
Latest Disclosed Value $ 180,189,253
Principal Financial Group Inc reports 2.60% decrease in ownership of WSM / Williams-Sonoma, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 988,254 shares of Williams-Sonoma, Inc. (MX:WSM) valued at $180,189,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,014,643 shares of Williams-Sonoma, Inc.. This represents a change in shares of -2.60% 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.

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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)
2026-05-04 2026-03-31 13F WILLIAMS SONOMA COM 969904101 988,254 -26,389 -2.60 180,189 -0.57 0.0962
2026-02-02 2025-12-31 13F WILLIAMS SONOMA COM 969904101 1,014,643 17,229 1.73 181,213 -7.04 0.0925
2025-11-04 2025-09-30 13F WILLIAMS SONOMA COM 969904101 997,414 231,489 30.22 194,947 55.80 0.0983
2025-08-08 2025-06-30 13F WILLIAMS SONOMA COM 969904101 765,925 140,042 22.38 125,131 26.46 0.0661
2025-04-28 2025-03-31 13F WILLIAMS SONOMA COM 969904101 625,883 -393,251 -38.59 98,952 -47.57 0.0555
2025-01-31 2024-12-31 13F WILLIAMS SONOMA COM 969904101 1,019,134 -1,355 -0.13 188,746 19.40 0.1029
2024-10-31 2024-09-30 13F WILLIAMS SONOMA COM 969904101 1,020,489 467,407 84.51 158,085 1.22 0.0871
2024-07-29 2024-06-30 13F WILLIAMS SONOMA COM 969904101 553,082 -31,034 -5.31 156,173 -15.80 0.0927
2024-04-29 2024-03-31 13F WILLIAMS SONOMA COM 969904101 584,116 -29,424 -4.80 185,474 49.82 0.1090
2024-02-07 2023-12-31 13F WILLIAMS SONOMA COM 969904101 613,540 -54,238 -8.12 123,800 19.30 0.0789
2023-11-02 2023-09-30 13F WILLIAMS SONOMA COM 969904101 667,778 -14,953 -2.19 103,772 21.46 0.0746
2023-08-07 2023-06-30 13F WILLIAMS SONOMA COM 969904101 682,731 -17,272 -2.47 85,438 0.32 0.0584
2023-05-09 2023-03-31 13F WILLIAMS SONOMA COM 969904101 700,003 189,194 37.04 85,162 45.08 0.0609
2023-02-09 2022-12-31 13F WILLIAMS SONOMA COM 969904101 510,809 49,943 10.84 58,702 8.07 0.0442
2022-11-09 2022-09-30 13F WILLIAMS SONOMA COM 969904101 460,866 39,284 9.32 54,316 16.11 0.0432
2022-08-10 2022-06-30 13F WILLIAMS SONOMA COM 969904101 421,582 148,132 54.17 46,778 17.98 0.0346
2022-05-09 2022-03-31 13F WILLIAMS SONOMA COM 969904101 273,450 -7,580 -2.70 39,650 -16.58 0.0157
2022-05-09 2022-03-31 13F WILLIAMS SONOMA COM 969904101 266,254 38,607
2022-02-09 2021-12-31 13F WILLIAMS SONOMA COM 969904101 281,030 -5,328 -1.86 47,530 -6.40 0.0284
2021-11-09 2021-09-30 13F WILLIAMS SONOMA COM 969904101 286,358 -2,762 -0.96 50,780 10.01 0.0331
2021-08-10 2021-06-30 13F WILLIAMS SONOMA COM 969904101 289,120 6,981 2.47 46,158 -8.70 0.0298
2021-05-10 2021-03-31 13F WILLIAMS SONOMA COM 969904101 282,139 47,864 20.43 50,559 111.92 0.0357
2021-02-23 2020-12-31 13F/A-1 WILLIAMS SONOMA COM 969904101 234,275 -2,074 -0.88 23,858 11.62 0.0177
2021-02-08 2020-12-31 13F WILLIAMS SONOMA COM 969904101 234,275 -2,074 23,858 9,386.1049
2020-11-06 2020-09-30 13F WILLIAMS SONOMA COM 969904101 236,349 -9,119 -3.71 21,375 6.18 0.0180
2020-08-05 2020-06-30 13F WILLIAMS SONOMA COM 969904101 245,468 1,187 0.49 20,130 93.80 0.0178
2020-05-12 2020-03-31 13F WILLIAMS SONOMA COM 969904101 244,281 -97,455 -28.52 10,387 -58.61 0.0115
2020-02-05 2019-12-31 13F WILLIAMS SONOMA COM 969904101 341,736 -2,794 -0.81 25,097 7.16 0.0209
2019-11-13 2019-09-30 13F WILLIAMS SONOMA COM 969904101 344,530 -35,619 -9.37 23,421 -5.22 0.0207
2019-08-12 2019-06-30 13F WILLIAMS SONOMA COM 969904101 380,149 20,424 5.68 24,710 22.07 0.0222
2019-05-10 2019-03-31 13F WILLIAMS SONOMA COM 969904101 359,725 2,522 0.71 20,242 12.32 0.0189
2019-02-14 2018-12-31 13F WILLIAMS SONOMA COM 969904101 357,203 -19,725 -5.23 18,021 -27.25 0.0192
2018-11-14 2018-09-30 13F WILLIAMS SONOMA COM 969904101 376,928 31,769 9.20 24,771 16.92 0.0218
2018-08-13 2018-06-30 13F WILLIAMS SONOMA COM 969904101 345,159 423 0.12 21,186 16.48 0.0195
2018-05-14 2018-03-31 13F WILLIAMS SONOMA COM 969904101 344,736 9,074 2.70 18,188 4.81 0.0175
2018-02-12 2017-12-31 13F WILLIAMS SONOMA COM 969904101 335,662 -8,185 -2.38 17,354 1.22 0.0160
2017-11-02 2017-09-30 13F WILLIAMS SONOMA COM 969904101 343,847 1,289 0.38 17,144 3.19 0.0166
2017-08-08 2017-06-30 13F WILLIAMS SONOMA COM 969904101 342,558 7,818 2.34 16,614 -7.43 0.0167
2017-05-11 2017-03-31 13F WILLIAMS SONOMA COM 969904101 334,740 6,516 1.99 17,948 13.01 0.0216
2017-02-13 2016-12-31 13F WILLIAMS SONOMA COM 969904101 328,224 -676 -0.21 15,882 -5.46 0.0201
2016-11-10 2016-09-30 13F WILLIAMS SONOMA COM 969904101 328,900 12,409 3.92 16,800 1.82 0.0222
2016-08-09 2016-06-30 13F WILLIAMS SONOMA COM 969904101 316,491 36,772 13.15 16,499 7.75 0.0230
2016-05-10 2016-03-31 13F WILLIAMS SONOMA COM 969904101 279,719 10,701 3.98 15,312 -2.55 0.0222
2016-02-09 2015-12-31 13F WILLIAMS SONOMA COM 969904101 269,018 1,147 0.43 15,713 -23.17 0.0233
2015-11-12 2015-09-30 13F/A-1 WILLIAMS SONOMA COM 969904101 267,871 3,888 1.47 20,452 -5.83 0.0321
2015-11-09 2015-09-30 13F WILLIAMS SONOMA COM 969904101 267,871 20,452
2015-08-10 2015-06-30 13F WILLIAMS SONOMA COM 969904101 263,983 9,730 3.83 21,718 7.16 0.0324
2015-05-14 2015-03-31 13F/A-1 WILLIAMS SONOMA COM 969904101 254,253 7,631 3.09 20,267 8.59 0.0302
2015-05-12 2015-03-31 13F WILLIAMS SONOMA COM 969904101 254,253 20,266
2015-02-12 2014-12-31 13F WILLIAMS SONOMA COM 969904101 246,622 -9,836 -3.84 18,664 9.33 0.0290
2014-11-13 2014-09-30 13F WILLIAMS SONOMA COM 969904101 256,458 8,311 3.35 17,072 -4.15 0.0290
2014-08-12 2014-06-30 13F WILLIAMS SONOMA COM 969904101 248,147 7,717 3.21 17,812 11.17 0.0300
2014-05-13 2014-03-31 13F WILLIAMS SONOMA COM 969904101 240,430 6,341 2.71 16,022 17.44 0.0286
2014-02-12 2013-12-31 13F WILLIAMS SONOMA COM 969904101 234,089 2,643 1.14 13,643 4.89 0.0255
2013-11-05 2013-09-30 13F WILLIAMS SONOMA COM 969904101 231,446 9,793 4.42 13,007 5.00 0.0269
2013-08-12 2013-06-30 13F WILLIAMS SONOMA COM 969904101 221,653 221,653 12,388 0.0274
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.