Williams-Sonoma shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 75k | 195.45 |
| 2025-06-30 | $16M | 95k | 163.37 |
| 2025-03-31 | $16M | 101k | 158.10 |
| 2024-12-31 | $19M | 104k | 185.18 |
| 2024-09-30 | $16M | 106k | 154.92 |
| 2024-06-30 | $15M | 54k | 282.37 |
| 2024-03-31 | $17M | 54k | 317.53 |
| 2023-12-31 | $11M | 57k | 201.78 |
| 2023-09-30 | $8.2M | 53k | 155.39 |
| 2023-06-30 | $6.7M | 53k | 125.15 |
| 2023-03-31 | $6.8M | 56k | 121.66 |
| 2022-12-31 | $6.2M | 54k | 114.92 |
| 2022-09-30 | $7.2M | 61k | 117.86 |
| 2022-06-30 | $6.8M | 61k | 110.94 |
More positions owned by Meritage Portfolio Management
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