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Williams-Sonoma shares owned by CapWealth Advisors

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

Historical chart of CapWealth Advisors investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by CapWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 30k 195.45
2025-06-30 $4.9M 30k 163.37
2025-03-31 $4.8M 30k 158.10
2024-12-31 $5.6M 30k 185.18
2024-09-30 $4.7M 30k 154.92
2024-06-30 $4.2M 15k 282.37
2024-03-31 $4.8M 15k 317.53
2023-12-31 $3.1M 15k 201.78
2016-09-30 $1.6M 31k 51.07