Williams-Sonoma, Inc.
MX ˙ BMV ˙ US9699041011
SecurityMX:WSM / Williams-Sonoma, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership8,401 shares
Latest Disclosed Value $ 1,531,832
Rsm Us Wealth Management Llc reports 102.63% increase in ownership of WSM / Williams-Sonoma, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 8,401 shares of Williams-Sonoma, Inc. (MX:WSM) valued at $1,531,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,146 shares of Williams-Sonoma, Inc.. This represents a change in shares of 102.63% 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)
2026-05-12 2026-03-31 13F WILLIAMS SONOMA COM 969904101 8,401 4,255 102.63 1,532 103.59 0.0188
2026-01-23 2025-12-31 13F WILLIAMS SONOMA COM 969904101 4,146 -84 -1.99 752 -8.96 0.0096
2025-11-12 2025-09-30 13F WILLIAMS SONOMA COM 969904101 4,230 583 15.99 827 38.82 0.0108
2025-08-13 2025-06-30 13F WILLIAMS SONOMA COM 969904101 3,647 -108 -2.88 596 0.34 0.0083
2025-05-06 2025-03-31 13F WILLIAMS SONOMA COM 969904101 3,755 543 16.91 594 -0.50 0.0092
2025-01-27 2024-12-31 13F WILLIAMS SONOMA COM 969904101 3,212 -953 -22.88 597 -5.25 0.0086
2024-11-07 2024-09-30 13F WILLIAMS SONOMA COM 969904101 4,165 2,272 120.02 629 19.81 0.0092
2024-08-07 2024-06-30 13F WILLIAMS SONOMA COM 969904101 1,893 1,031 119.61 525 92.31 0.0088
2024-05-02 2024-03-31 13F WILLIAMS SONOMA COM 969904101 862 862 273 0.0070
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.