Notify me when Williams Jones Wealth Management, LLC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 517 | $8,851,453,390 | +$268,455,748 | -$306,127,588 | -$37,671,840 | AAPL, GOOGL, MSFT, V, COST | 13F-HR | 13 Feb 2026, 16:01 |
| Q3 2025 | 509 | $8,739,358,568 | +$239,732,970 | -$218,931,989 | +$20,800,981 | AAPL, MSFT, COST, GOOGL, V | 13F-HR | 14 Nov 2025, 16:01 |
| Q2 2025 | 509 | $8,362,576,454 | +$237,617,312 | -$231,859,534 | +$5,757,778 | MSFT, COST, AAPL, V, NVDA | 13F-HR | 14 Aug 2025, 16:05 |
| Q1 2025 | 500 | $7,825,305,920 | +$169,065,763 | -$314,915,875 | -$145,850,112 | AAPL, COST, V, MSFT, GOOGL | 13F-HR | 15 May 2025, 16:06 |
| Q4 2024 | 501 | $8,290,367,909 | +$142,210,893 | -$371,902,950 | -$229,692,057 | AAPL, COST, MSFT, V, NVDA | 13F-HR | 14 Feb 2025, 07:49 |
| Q3 2024 | 541 | $8,529,055,729 | +$349,271,721 | -$220,770,198 | +$128,501,523 | AAPL, COST, MSFT, V, NVDA | 13F-HR | 14 Nov 2024, 16:27 |
| Q2 2024 | 520 | $8,059,569,083 | +$527,903,287 | -$233,127,156 | +$294,776,131 | AAPL, COST, MSFT, V, NVDA | 13F-HR | 05 Aug 2024, 11:25 |
| Q1 2024 | 547 | $7,856,303,609 | +$332,478,455 | -$199,025,775 | +$133,452,680 | AAPL, MSFT, COST, V, ACN | 13F-HR | 07 May 2024, 16:58 |
| Q4 2023 | 543 | $7,140,870,554 | +$225,345,396 | -$220,198,677 | +$5,146,719 | AAPL, COST, V, MSFT, ACN | 13F-HR | 14 Feb 2024, 07:31 |
| Q3 2023 | 551 | $6,506,599,247 | +$263,526,977 | -$191,007,615 | +$72,519,362 | AAPL, COST, V, MSFT, ACN | 13F-HR | 14 Nov 2023, 07:09 |
| Q2 2023 | 534 | $6,677,080,142 | +$144,476,914 | -$215,973,379 | -$71,496,465 | AAPL, V, COST, MSFT, ACN | 13F-HR | 14 Aug 2023, 07:09 |
| Q1 2023 | 574 | $6,383,868,509 | +$145,877,456 | -$138,293,707 | +$7,583,749 | AAPL, V, COST, MSFT, IDXX | 13F-HR | 15 May 2023, 07:07 |
| Q4 2022 | 570 | $5,971,750,906 | +$36,799,453 | -$260,930,879 | -$224,131,426 | AAPL, V, COST, MSFT, MTD | 13F-HR | 14 Feb 2023, 06:56 |
| Q3 2022 | 576 | $5,745,447,000 | +$244,973,334 | -$150,871,355 | +$94,101,979 | AAPL, COST, V, MSFT, JNJ | 13F-HR | 14 Nov 2022, 09:51 |
| Q2 2022 | 583 | $6,178,590,000 | +$452,212,442 | -$188,397,249 | +$263,815,193 | AAPL, COST, V, MSFT, JNJ | 13F-HR | 15 Aug 2022, 06:52 |
| Q1 2022 | 534 | $7,178,335,000 | +$201,250,213 | -$278,780,931 | -$77,530,718 | AAPL, COST, V, MSFT, IDXX | 13F-HR | 16 May 2022, 07:02 |
| Q4 2021 | 503 | $8,005,009,000 | +$180,735,420 | -$143,438,040 | +$37,297,380 | AAPL, COST, IDXX, MSFT, V | 13F-HR | 14 Feb 2022, 06:44 |
| Q3 2021 | 494 | $7,146,683,000 | +$144,729,650 | -$146,567,481 | -$1,837,831 | AAPL, V, IDXX, COST, MSFT | 13F-HR | 15 Nov 2021, 08:52 |
| Q2 2021 | 500 | $7,150,041,000 | +$327,471,064 | -$121,174,618 | +$206,296,446 | AAPL, V, IDXX, MSFT, COST | 13F-HR | 16 Aug 2021, 07:07 |
| Q1 2021 | 498 | $6,393,603,000 | +$269,325,500 | -$143,096,962 | +$126,228,538 | AAPL, V, IDXX, ECL, MSFT | 13F-HR | 17 May 2021, 06:52 |
| Q4 2020 | 472 | $6,131,917,000 | +$327,490,979 | -$214,016,612 | +$113,474,367 | AAPL, V, IDXX, ECL, COST | 13F-HR | 16 Feb 2021, 06:40 |
| Q3 2020 | 440 | $5,406,878,000 | +$464,151,233 | -$184,962,505 | +$279,188,728 | AAPL, V, IDXX, MSFT, COST | 13F-HR | 13 Nov 2020, 07:32 |
| Q2 2020 | 422 | $4,882,848,000 | +$344,339,371 | -$178,001,960 | +$166,337,411 | V, AAPL, MSFT, IDXX, ECL | 13F-HR | 14 Aug 2020, 06:57 |
| Q1 2020 | 389 | $3,827,285,000 | +$57,439,258 | -$492,954,386 | -$435,515,128 | V, AAPL, COST, MSFT, IDXX | 13F-HR | 15 May 2020, 06:33 |
| Q4 2019 | 447 | $5,227,173,000 | +$138,997,414 | -$167,416,267 | -$28,418,853 | V, AAPL, ECL, MSFT, COST | 13F-HR | 14 Feb 2020, 07:13 |
| Q3 2019 | 431 | $4,872,661,000 | $0 | $0 | $0 | V, ECL, IDXX, COST, AAPL | 13F-HR | 14 Nov 2019, 10:07 |