13F Insight
DOSSIER · 13F-HR · Q3 2026

Williams Jones Wealth Management, LLC.

$8.9B in tracked AUM across 565 positions as of Q3 2026.

WJ
CIK 0001788587 · last filed Sep 30, 2026
Total AUM
$8.9B
as of Q3 2026
Holdings
565
−23 QoQ
positions
Whale Score
64
64
tracked
Activity
437
+22 new, −45 sold
changes this Q
AI Analysis · Q3 2026

Williams Jones Wealth Management, LLC. filed its latest 13F-HR for Q3 2026. 437 position changes this quarter — 22 new, 45 exited, 115 added, 255 trimmed.

Quarter at a glance — Q3 2026

437 material changes this filing.

ADD
MSFTMICROSOFT CORP COM
+3K sh
+$139M
5.7%
TRIM
AAPLAPPLE INC
-97K sh
+$68M
8.2%
ADD
NVDANVIDIA CORP COM
+4K sh
+$57M
5.1%
ADD
MCKMCKESSON CORP COM
+53K sh
+$47M
0.7%
TRIM
IBMINTERNATIONAL BUSINESS MACHS C
-129K sh
$-42M
0.2%
TRIM
LRCXLAM RESEARCH CORP COM
-16K sh
$-34M
0.9%
TRIM
AVGOBROADCOM INC
-45K sh
$-34M
2.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$730M2.2M8.2%02
GOOGL
ALPHABET INC CAP STK CL A
$534M1.6M6.0%03
MSFT
MICROSOFT CORP COM
$506M986K5.7%04
NVDA
NVIDIA CORP COM
$456M2.0M5.1%05
COST
COSTCO WHSL CORP NEW COM
$382M420K4.3%06
V
VISA INC COM CL A
$373M1.0M4.2%07
AMZN
AMAZON COM INC COM
$276M1.1M3.1%08
G29183103
EATON CORP PLC SHS
$232M539K2.6%09
AVGO
BROADCOM INC
$227M647K2.5%10
JPM
JPMORGAN CHASE & CO COM
$199M600K2.2%

Filing history

2026Q3Sep 30
$8.9B▲ 0.9%
565 positionsView →2026Q2Jun 30
$8.9B▲ 8.9%
587 positionsView →2026Q1Mar 31
$8.1B▼ 8.1%
540 positionsView →2025Q4Dec 31
$8.9B▲ 1.3%
545 positionsView →2025Q3Sep 30
$8.7B▲ 4.5%
538 positionsLocked2025Q2Jun 30
$8.4B▲ 6.9%
537 positionsLocked2025Q1Mar 31
$7.8B▼ 5.6%
530 positionsLocked2024Q4Dec 31
$8.3B▼ 2.8%
532 positionsLocked2024Q3Sep 30
$8.5B▲ 5.8%
574 positionsLocked2024Q2Jun 30
$8.1B▲ 2.6%
552 positionsLocked2024Q1Mar 31
$7.9B▲ 10.0%
552 positionsLocked2023Q4Dec 31
$7.1B▲ 9.7%
548 positionsLocked
Showing 12 of 29