Consolidated Planning Corp »

Williams-Sonoma shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 9.2k 195.46
2025-06-30 $2.1M 13k 163.37
2025-03-31 $1.8M 11k 158.09
2024-12-31 $1.9M 10k 185.18
2024-09-30 $607k 3.9k 154.93
2024-06-30 $441k 1.6k 282.43
2024-03-31 $363k 1.1k 317.53
2021-09-30 $2.0k 13 153.85

More positions owned by Consolidated Planning Corp

American Centy Etf Tr Us Eqt Etf (AVUS)
T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Broadcom (AVGO)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

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