Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Williams Jones Wealth Management, LLC. (CIK 1788587) reported $8.14B across 506 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($532.5M, 6.54%), GOOGL ($452.6M, 5.56%), COST ($425.3M, 5.23%), MSFT ($360.7M, 4.43%), NVDA ($338.5M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $532.5M | 6.54% | 2.1M | Added |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $452.6M | 5.56% | 1.6M | Trimmed |
| 3 | COST | COSTCO WHSL CORP NEW COM | $425.3M | 5.23% | 426,863 | Trimmed |
| 4 | MSFT | MICROSOFT CORP COM | $360.7M | 4.43% | 974,320 | Trimmed |
| 5 | NVDA | NVIDIA CORP COM | $338.5M | 4.16% | 1.9M | Added |
| 6 | V | VISA INC COM CL A | $325.2M | 4.00% | 1.1M | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $234.7M | 2.88% | 1.1M | Trimmed |
| 8 | ECL | ECOLAB INC COM | $192.3M | 2.36% | 723,014 | Trimmed |
| 9 | TJX | TJX COS INC NEW COM | $187.1M | 2.30% | 1.2M | Trimmed |
| 10 | ETN | EATON CORP PLC SHS | $183.4M | 2.25% | 512,646 | Added |
| 11 | AVGO | BROADCOM INC | $178.2M | 2.19% | 575,837 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO COM | $170.9M | 2.10% | 580,888 | Added |
| 13 | IDXX | IDEXX LABS INC COM | $148.1M | 1.82% | 263,513 | Trimmed |
| 14 | GOOG | ALPHABET INC CAP STK CL C | $146.0M | 1.79% | 508,899 | Trimmed |
| 15 | MTD | METTLER TOLEDO INTERNATIONAL C | $135.6M | 1.67% | 107,488 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $124.2M | 1.53% | 259,278 | Trimmed |
| 17 | INTU | INTUIT COM | $122.2M | 1.50% | 282,597 | Trimmed |
| 18 | ORLY | O REILLY AUTOMOTIVE INC NEW CO | $117.4M | 1.44% | 1.3M | Trimmed |
| 19 | DOV | DOVER CORPORATION (Special) | $109.6M | 1.35% | 525,891 | Trimmed |
| 20 | ADP | AUTOMATIC DATA PROCESSING INC | $109.6M | 1.35% | 539,625 | Trimmed |
| 21 | APH | AMPHENOL CORP NEW CL A | $103.4M | 1.27% | 818,200 | Trimmed |
| 22 | SHW | SHERWIN-WILLIAMS CO | $100.3M | 1.23% | 312,764 | Trimmed |
| 23 | ISRG | INTUITIVE SURGICAL INC COM NEW | $98.8M | 1.21% | 214,327 | Added |
| 24 | JNJ | JOHNSON & JOHNSON COM | $92.9M | 1.14% | 380,130 | Trimmed |
| 25 | IGSB | ISHARES SHORT-TERM CORP B | $92.0M | 1.13% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31