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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
2025-09-30 $522k 2.7k 195.42
2025-06-30 $458k 2.8k 163.35
2025-03-31 $441k 2.8k 158.10
2024-12-31 $515k 2.8k 185.16
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

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