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AAPLAAPL

Showing 8 of 28 quarters

Position history for Williams Jones Wealth Management, LLCWilliams Jones Wealth Management, LLC's holdings in Apple Inc.

Yes. Williams Jones Wealth Management holds 2,289,143 shares of AAPL (Apple), worth $662.4M, as of its Q2 2026 13F filing. It increased the position by 191,103 shares (+9.1%) from Q1 2026. Williams Jones Wealth Management has held AAPL in every 13F on record since Q3 2019, 28 quarterly filings. AAPL is 7.5% of Williams Jones Wealth Management's reported 13F portfolio.

Current Value

$662.4M

Current Shares

2.3M

Total Value Change

+$149.3M

Total Shares Change

+87,105

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+9.1%
$662.4M7.5%$289.11
67
2026-Q1
Increased
2.1M
+1.5%
$532.5M6.5%$253.34
62
2025-Q4
Increased
2.1M
+0.4%
$561.8M6.3%$271.12
61
2025-Q3
Decreased
2.1M
-0.6%
$524.1M6.0%$253.69
0
2025-Q2
Decreased
2.1M
-2.0%
$425M5.1%$204.18
0
2025-Q1
Decreased
2.1M
-2.4%
$469.6M6.0%$220.77
0
2024-Q4
Decreased
2.2M
-1.6%
$542.4M6.5%$248.62
0
2024-Q3
Increased
2.2M
+0.1%
$513.1M6.0%$231.07
61

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