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Williams-Sonoma shares owned by Planned Solutions

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $149k 960 154.92
2023-12-31 $97k 480 201.78

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Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
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Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
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View all positions for Planned Solutions

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