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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
2024-03-31 $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

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

View all positions for Northern Oak Capital Management

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Charles Schwab Investment Management
Susquehanna International
Dimensional Fund Advisors
Citadel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management

View all funds holding Williams-Sonoma