Williams Jones Wealth Management, LLC.
Williams Jones Wealth Management, LLC. reported 547 positions worth $8.86B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AAPL (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $662.4M | 7.47% | 2,289,143 | — | — | |
| ▸ 2 | GOOGL | SH | $553.2M | 6.24% | 1,547,889 | — | — | |
| ▸ 3 | NVDA | SH | $398.5M | 4.50% | 1,991,485 | — | — | |
| ▸ 4 | COST | SH | $397.8M | 4.49% | 425,262 | — | — | |
| ▸ 5 | MSFT | SH | $366.8M | 4.14% | 983,325 | — | — | |
| ▸ 6 | V | SH | $358.8M | 4.05% | 1,045,853 | — | — | |
| ▸ 7 | AMZN | SH | $266.1M | 3.00% | 1,116,359 | — | — | |
| ▸ 8 | AVGO | SH | $261.3M | 2.95% | 691,659 | — | — | |
| ▸ 9 | ETN | SH | $226.1M | 2.55% | 530,610 | — | — | |
| ▸ 10 | ECL | SH | $201.5M | 2.27% | 723,394 | — | — |
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Frequently Asked Questions
What stocks does Williams Jones Wealth Management, LLC. hold as of Q2 2026?
Williams Jones Wealth Management, LLC. reported 547 positions worth $8.86B in its Q2 2026 13F filing. Largest positions: AAPL (7.5%), GOOGL (6.2%), NVDA (4.5%), COST (4.5%) and MSFT (4.1%).
What did Williams Jones Wealth Management, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Williams Jones Wealth Management, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.