Private Client Services »

Williams-Sonoma shares owned by Private Client Services

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $536k 2.9k 185.18
2024-09-30 $875k 5.6k 154.92
2024-06-30 $258k 913 282.37

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

Top funds holding Williams-Sonoma

BlackRock
Vanguard Group
Reed Conner & Birdwell
Blackhill Capital
FMR
State Street Corporation
Leonard Green & Partners
Invesco
Geode Capital Management
First Trust Advisors
Northern Trust
Morgan Stanley
D. E. Shaw & Co
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding Williams-Sonoma