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Williams-Sonoma shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $436k 2.8k 154.93
2024-06-30 $355k 1.3k 282.43
2024-03-31 $329k 1.0k 317.45

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View all positions for Benchmark Financial Wealth Advisors

Top funds holding Williams-Sonoma

BlackRock
Blackhill Capital
Leonard Green & Partners
Invesco
Geode Capital Management
First Trust Advisors
Pacer Advisors
Dimensional Fund Advisors
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Citadel Advisors
Amundi
Jacobs Levy Equity Management
Principal Financial Group

View all funds holding Williams-Sonoma