Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Williams-Sonoma, Inc. (WSM)
← All WSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.03 $127.36–164.14 · VW $148.81i SEC
2024   Q2 23,480 0.03 Reduce 11.99% <0.01 $138.18–174.26 · VW $151.21i $3,315,024 SEC
2024   Q1 26,680 0.03 Reduce 27.34% <0.01 $95.76–159.85 · VW $138.13i $4,235,850 SEC
2023   Q4 36,720 0.03 Reduce 19.33% <0.01 $71.56–104.64 · VW $92.36i $3,704,681 SEC
2023   Q3 45,520 0.03 Add 32.25% <0.01 $60.37–79.38 · VW $72.48i $3,536,904 SEC
2023   Q2 34,420 0.02 Add 12.04% <0.01 $54.72–65.83 · VW $61.04i $2,153,659 SEC
2023   Q1 30,720 0.01 $59.10 $1,815,552 SEC
2022   Q4 30,720 0.01 $57.46 $1,765,171 SEC
2022   Q3 30,720 0.02 $58.92 $1,810,000 SEC
2022   Q2 30,720 0.01 Buy 0.01 $50.79–78.64 · VW $61.63i $1,704,000 SEC
2001   Q2 0 0.00 Sell 100.00% 0.01 $6.18–9.85 · VW $8.58i SEC
2001   Q1 2,000 0.01 $6,562.50 $13,125,000 SEC
2000   Q4 2,000 <0.01 Buy <0.01 $3.88–8.81 · VW $5.90i $10,000,000 SEC
Price snapshot:
Current price$216.65
52-week low$159.43
52-week high$244.65