Williams-Sonoma shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 9.0k | 195.45 |
| 2025-06-30 | $1.6M | 9.7k | 163.37 |
| 2025-03-31 | $1.9M | 12k | 158.10 |
| 2024-12-31 | $7.7M | 41k | 185.18 |
| 2024-09-30 | $6.6M | 42k | 154.92 |
| 2024-06-30 | $6.1M | 22k | 282.37 |
| 2024-03-31 | $7.5M | 24k | 317.53 |
| 2023-12-31 | $5.2M | 26k | 201.78 |
| 2023-09-30 | $4.0M | 26k | 155.40 |
| 2023-06-30 | $3.5M | 28k | 125.14 |
| 2023-03-31 | $3.5M | 29k | 121.66 |
| 2022-12-31 | $3.3M | 29k | 114.92 |
| 2022-09-30 | $3.5M | 29k | 117.79 |
| 2022-06-30 | $3.4M | 31k | 110.87 |
| 2022-03-31 | $4.5M | 31k | 145.00 |
| 2021-12-31 | $5.6M | 33k | 169.09 |
| 2021-09-30 | $5.8M | 33k | 177.27 |
| 2021-06-30 | $5.2M | 33k | 159.59 |
| 2021-03-31 | $5.9M | 33k | 179.21 |
| 2020-12-31 | $3.4M | 33k | 101.86 |
| 2020-09-30 | $3.1M | 34k | 90.41 |
| 2020-06-30 | $2.8M | 35k | 82.02 |
| 2020-03-31 | $1.3M | 30k | 42.54 |
| 2019-12-31 | $2.2M | 30k | 73.42 |
| 2019-09-30 | $2.2M | 33k | 68.00 |
| 2019-06-30 | $2.2M | 33k | 64.98 |
| 2019-03-31 | $1.9M | 34k | 56.28 |
| 2018-12-31 | $1.7M | 34k | 50.46 |
| 2018-09-30 | $2.2M | 34k | 65.71 |
| 2018-06-30 | $2.0M | 33k | 61.35 |
| 2018-03-31 | $1.8M | 34k | 52.69 |
| 2017-12-31 | $1.2M | 23k | 51.71 |
| 2017-09-30 | $1.8M | 37k | 49.85 |
| 2017-06-30 | $1.8M | 37k | 48.46 |
| 2017-03-31 | $2.0M | 37k | 53.62 |
| 2016-12-31 | $1.9M | 39k | 48.39 |
| 2016-09-30 | $2.0M | 39k | 51.10 |
| 2016-06-30 | $1.4M | 27k | 52.17 |
| 2016-03-31 | $693k | 13k | 54.77 |
| 2015-12-31 | $2.9M | 50k | 58.41 |
| 2015-09-30 | $3.8M | 50k | 76.35 |
| 2015-06-30 | $4.1M | 50k | 82.27 |
| 2015-03-31 | $4.0M | 50k | 79.70 |
| 2014-12-31 | $3.8M | 50k | 75.69 |
| 2014-09-30 | $3.4M | 51k | 66.56 |
| 2014-06-30 | $3.6M | 51k | 71.72 |
| 2014-03-31 | $3.4M | 51k | 66.57 |
| 2013-12-31 | $2.8M | 47k | 58.27 |
| 2013-09-30 | $2.7M | 47k | 56.21 |
| 2013-06-30 | $1.9M | 34k | 55.89 |
More positions owned by Summit Investment Advisors
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