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Williams-Sonoma shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 16k 154.92
2024-06-30 $3.7M 13k 282.37
2024-03-31 $8.1M 25k 317.53
2023-12-31 $7.0M 35k 201.78
2023-09-30 $5.6M 36k 155.40
2023-06-30 $1.0M 8.0k 125.14
2023-03-31 $600k 4.9k 121.66

More positions owned by Northern Oak Capital Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
At&t (T)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Verizon Communications (VZ)

View all positions for Northern Oak Capital Management

Top funds holding Williams-Sonoma

BlackRock
Blackhill Capital
BlackRock
Vanguard Group
Reed Conner & Birdwell
Leonard Green & Partners
Invesco
Geode Capital Management
State Street Corporation
First Trust Advisors
Pacer Advisors
Dimensional Fund Advisors
Capital Research Global Investors
Northern Trust
Bank of New York Mellon

View all funds holding Williams-Sonoma