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Williams-Sonoma shares owned by Klingman & Associates

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $398k 1.3k 317.53
2023-12-31 $260k 1.3k 201.78

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Charles Schwab Investment Management
Dimensional Fund Advisors
Citadel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management
Btim

View all funds holding Williams-Sonoma