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Williams-Sonoma shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $163k 836 195.45
2025-06-30 $131k 800 163.37
2025-03-31 $127k 802 158.10
2024-12-31 $148k 800 185.18
2024-09-30 $124k 800 154.92
2024-06-30 $113k 400 282.37

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View all positions for Activest Wealth Management

Top funds holding Williams-Sonoma

Vanguard Group
BlackRock
Reed Conner & Birdwell
Blackhill Capital
State Street Corporation
FMR
Geode Capital Management
First Trust Advisors
D. E. Shaw & Co
Ubs Global Asset Management Americas
Northern Trust
Invesco
Morgan Stanley
Dimensional Fund Advisors
Robeco Investment Management

View all funds holding Williams-Sonoma