Position history for Williams Jones Wealth Management, LLC.'s holdings in APPLE INC
Williams Jones Wealth Management, LLC. holds 2.1M shares of AAPL (APPLE INC), worth $532.5M as of 2026-Q1. The position was increased (+1.5% shares). AAPL represents 6.5% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$532.5M
Current Shares
2.1M
Total Value Change
+$69.1M
Total Shares Change
-101,823
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.1M |
+1.5% |
| $532.5M |
| 6.5% |
| $263.75 |
62 |
| 2025-Q4 | Increased | 2.1M | +0.4% | $561.8M | 6.3% | $272.82 | 61 |
| 2025-Q3 | Decreased | 2.1M | -0.6% | $524.1M | 6.0% | $253.95 | 0 |
| 2025-Q2 | Decreased | 2.1M | -2.0% | $425M | 5.1% | $200.47 | 0 |
| 2025-Q1 | Decreased | 2.1M | -2.4% | $469.6M | 6.0% | $216.95 | 0 |
| 2024-Q4 | Decreased | 2.2M | -1.6% | $542.4M | 6.5% | $250.83 | 0 |
| 2024-Q3 | Increased | 2.2M | +0.1% | $513.1M | 6.0% | $226.30 | 61 |
| 2024-Q2 | Increased | 2.2M | +1.6% | $463.3M | 5.7% | $209.00 | 62 |