Sign In
test

Michael O'Brien

Williams Jones Wealth Management, Llc.

Assets Managed
$8.138B
Holdings
514
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-8.05%(2Q avg: -3.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Williams Jones Wealth Management, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 514 positions.

Assets under management

The assets under management (AUM) of Williams Jones Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.138B in assets, with a quarterly growth rate of -8.05% and a 2-quarter average growth rate of -3.38%. The portfolio is managed by Michael O'Brien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.53%
6.55%
$532.462M
2.098M shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.81%
5.57%
$452.649M
1.574M shares@ $287.57 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.71%
5.23%
$425.339M
426,863 shares@ $996.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.84%
4.44%
$360.664M
974,320 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.24%
4.16%
$338.545M
1.941M shares@ $174.4 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.11%
4%
$325.227M
1.076M shares@ $302.25 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.36%
2.89%
$234.655M
1.127M shares@ $208.27 avg price
ECL
Ecolab Inc
Recent Activity
Decreased -0.49%
2.37%
$192.336M
723,014 shares@ $266.03 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -1.21%
2.3%
$187.117M
1.172M shares@ $159.71 avg price
ETN
Eaton Corp Plc
Recent Activity
Increased 0.26%
2.26%
$183.358M
512,646 shares@ $357.68 avg price

1-10 of 514