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Williams-Sonoma shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $275k 2.2k 125.12
2023-03-31 $246k 2.0k 121.68
2022-12-31 $223k 1.9k 114.92

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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
Dimensional Fund Advisors
Robeco Investment Management
Jpmorgan Chase & Co

View all funds holding Williams-Sonoma