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Williams-Sonoma shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $391k 2.0k 195.45
2025-06-30 $330k 2.0k 163.35
2025-03-31 $1.1k 2.0k 0.55