DOSSIER · 13F-HR · Q2 2026
Williams Jones Wealth Management, LLC.
$8.9B in tracked AUM across 587 positions as of Q2 2026.
WJ
CIK 0001788587 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Williams Jones Wealth Management, LLC. reported $8.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AAPL, GOOGL, COST. Notable moves this quarter: AAPL INCREASED ($-29.3M); NVDA INCREASED ($-22.6M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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