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Williams-Sonoma shares owned by Advisor OS

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 2.7k 195.45
2025-06-30 $406k 2.5k 163.37
2025-03-31 $334k 2.1k 158.10
2024-12-31 $455k 2.4k 185.58