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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSM overviewAll 13F holders of WSMFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2023
Holdings of WSM by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−29,509−100.0%Sold outHolders
Q3 202529,509$5.77M0.4%−768−2.5%ReducedHolders
Q2 202530,277$4.95M0.5%−28−0.1%ReducedHolders
Q1 202530,305$4.79M0.5%+100+0.3%AddedHolders
Q4 202430,205$5.59M0.6%−145−0.5%ReducedHolders
Q3 202430,350$4.70M0.5%+656+2.2%AddedConverted for a 2-for-1 splitHolders
Q2 202414,847$4.19M0.5%−191−1.3%ReducedHolders
Q1 202415,038$4.78M0.5%−200−1.3%ReducedHolders
Q4 202315,238$3.07M0.4%+15,238NewHolders