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Williams-Sonoma shares owned by Plan Group Financial

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 1.4k 195.45
2025-06-30 $233k 1.4k 163.37
2025-03-31 $221k 1.4k 158.10

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Top funds holding Williams-Sonoma

Vanguard Group
BlackRock
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Geode Capital Management
First Trust Advisors
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Ubs Global Asset Management Americas
Northern Trust
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Morgan Stanley
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View all funds holding Williams-Sonoma