WSM WILLIAMS SONOMA INC

Ownership history in Lindenwold Advisors, INC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Lindenwold Advisors, INC reported a position in WILLIAMS SONOMA INC (WSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2021 Q4)
Avg. % of fund
0.35%
First filed
2021 Q4
Last filed
2025 Q2
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 3,849 -1 -0.0% 0.33% $629K $161.65
2025 Q1 REDUCED 3,850 -76 -1.9% 0.34% $609K $155.69
2024 Q4 REDUCED 3,926 -198 -4.8% 0.39% $727K $181.83
2024 Q3 ADDED 4,124 +2,081 +101.9% 0.32% $639K $151.51
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSM price (monthly, adj. close)
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