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Williams-Sonoma shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 1.3k 233.10

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)

View all positions for Zhang Financial

Top funds holding Williams-Sonoma

BlackRock
Reed Conner & Birdwell
Vanguard Capital Management
Blackhill Capital
Vanguard Portfolio Management
Geode Capital Management
First Trust Advisors
Norges Bank Investment Management
Invesco
Ubs Global Asset Management Americas
FMR
Northern Trust
Dimensional Fund Advisors
Nuveen
Victory Capital Management

View all funds holding Williams-Sonoma