Beaumont Asset Management »

Williams-Sonoma shares owned by Beaumont Asset Management

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

Historical chart of Beaumont Asset Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Beaumont Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $917k 4.5k 201.78
2023-09-30 $708k 4.6k 155.40
2023-06-30 $558k 4.5k 125.14
2023-03-31 $544k 4.5k 121.66
2022-12-31 $525k 4.6k 114.92

More positions owned by Beaumont Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Servicenow (NOW)
Spdr Ser Tr S&p Semicndctr (XSD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Amazon (AMZN)
salesforce (CRM)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Energy (XLE)
BlackRock (BLK)

View all positions for Beaumont Asset Management

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