Williams-Sonoma shares owned by Creative Planning
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $11M | 59k | 182.33 |
| 2025-12-31 | $7.0M | 39k | 178.59 |
| 2025-09-30 | $7.3M | 37k | 195.55 |
| 2025-06-30 | $5.4M | 33k | 163.46 |
| 2025-03-31 | $4.8M | 30k | 158.10 |
| 2024-12-31 | $5.7M | 31k | 185.18 |
| 2024-09-30 | $4.5M | 29k | 154.92 |
| 2024-06-30 | $3.6M | 13k | 282.37 |
| 2024-03-31 | $3.8M | 12k | 317.53 |
| 2023-12-31 | $2.4M | 12k | 201.78 |
| 2023-09-30 | $1.6M | 10k | 155.40 |
| 2023-06-30 | $1.0M | 8.3k | 125.14 |
| 2023-03-31 | $910k | 7.5k | 121.67 |
| 2022-12-31 | $697k | 6.1k | 114.92 |
| 2022-09-30 | $844k | 7.2k | 117.84 |
| 2022-06-30 | $670k | 6.0k | 111.00 |
| 2022-03-31 | $799k | 5.5k | 145.11 |
| 2021-12-31 | $915k | 5.4k | 169.16 |
| 2021-09-30 | $936k | 5.3k | 177.34 |
| 2021-06-30 | $866k | 5.4k | 159.57 |
| 2021-03-31 | $1.1M | 6.0k | 179.23 |
| 2018-09-30 | $220k | 3.3k | 65.79 |
| 2017-06-30 | $25k | 525 | 47.62 |
| 2017-03-31 | $112k | 2.1k | 53.72 |
| 2016-12-31 | $97k | 2.0k | 48.28 |
| 2016-09-30 | $60k | 1.2k | 50.76 |
| 2016-06-30 | $44k | 842 | 52.26 |
| 2016-03-31 | $41k | 742 | 55.26 |
| 2015-12-31 | $31k | 523 | 59.27 |
| 2015-09-30 | $37k | 482 | 76.76 |
| 2015-03-31 | $27k | 333 | 81.08 |
| 2014-12-31 | $29k | 385 | 75.32 |
| 2014-09-30 | $27k | 409 | 66.01 |
| 2014-06-30 | $10k | 145 | 68.97 |
| 2014-03-31 | $10k | 145 | 68.97 |
| 2012-12-31 | $2.0k | 36 | 55.56 |