StockDriftsStockDriftsTop 50 Williams Jones Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.47% | 2.29M | $662.4M | +9.11%(+191.10K) | $77.01(+296.53%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 6.24% | 1.55M | $553.2M | -1.67%(-26.21K) | $86.18(+300.00%) | 2026-06-30 | |
| NVDA | NVIDIA CORP COM | 4.5% | 1.99M | $398.5M | +2.59%(+50.29K) | $22.82(+890.53%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW COM | 4.49% | 425.3K | $397.8M | -0.38%(-1.60K) | $203.32(+369.13%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.14% | 983.3K | $366.8M | +0.92%(+9.01K) | $223.33(+117.64%) | 2026-06-30 | |
| V | VISA INC COM CL A | 4.05% | 1.05M | $358.8M | -2.81%(-30.20K) | $117.75(+207.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 3% | 1.12M | $266.1M | -0.92%(-10.33K) | $110.14(+138.36%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.95% | 691.7K | $261.3M | +20.11%(+115.82K) | $135.16(+191.33%) | 2026-06-30 | |
| ETN | EATON CORP PLC SHS | 2.55% | 530.6K | $226.1M | +3.50%(+17.96K) | $218.18(+109.66%) | 2026-06-30 | |
| ECL | ECOLAB INC COM | 2.27% | 723.4K | $201.5M | +0.05%(+380) | $198.62(+38.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.33% | +41.76% | +6.25% | +35.42% |
| Top 20 Holdings Unweighted | +10.53% | +35.04% | +5.02% | +27.72% |
Williams Jones Wealth Management, LLC. reports $8.86B in US-listed equity holdings across 547 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), GOOGL (6.2%) and NVDA (4.5%). The top 20 holdings account for 58.2% of reported assets. Its disclosed equity book has returned +41.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Williams Jones Wealth Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1788587). View Williams Jones Wealth Management, LLC.’s 13F filings on SEC