How many shares of FMAGX does Williams Jones Wealth Management, LLC. own?

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 10,007 shares of FMAGX (FIDELITY MAGELLAN FD COM).

What is Williams Jones Wealth Management, LLC.'s FMAGX position worth?

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s FMAGX position is worth $157,818.

When did Williams Jones Wealth Management, LLC. first buy FMAGX?

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in FMAGX in 2019-Q3. They have held the position across 28 quarters.

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Williams Jones Wealth Management, LLC.

FMAGX
28 quarters

Position history for Williams Jones Wealth Management, LLC.'s holdings in FIDELITY MAGELLAN FD COM

Current Value

$157,818

Current Shares

10,007

Total Value Change

+$44,818

Total Shares Change

-433

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	10,007	0.0%	$157,818	0.0%	$15.09	0
2026-Q1	Unchanged	10,007	0.0%	$138,303	0.0%	$13.82	0
2025-Q4	Decreased	10,007	-4.7%	$149,612	0.0%	$15.08	0
2025-Q3	Unchanged	10,503	0.0%	$169,106	0.0%	$14.62	0
2025-Q2	Unchanged	10,503	0.0%	$164,590	0.0%	$14.20	0
2025-Q1	Unchanged	10,503	0.0%	$146,629	0.0%	$11.54	0
2024-Q4	Unchanged	10,503	0.0%	$155,767	0.0%	$12.34	0
2024-Q3	Unchanged	10,503	0.0%	$158,918	0.0%	$11.75	0
2024-Q2	Unchanged	10,503	0.0%	$153,876	0.0%	$11.40	0
2024-Q1	Decreased	10,503	-18.9%	$150,095	0.0%	$10.47	0
2023-Q4	Unchanged	12,957	0.0%	$159,498	0.0%	$9.02	0
2023-Q3	Unchanged	12,957	0.0%	$143,043	0.0%	$7.85	0
2023-Q2	Decreased	12,957	-52.7%	$146,801	0.0%	$7.95	0
2023-Q1	Decreased	27,397	-16.3%	$317,803	0.0%	$6.42	0
2022-Q4	Increased	32,749	+152.8%	$350,089	0.0%	$5.99	38
2022-Q3	Unchanged	12,957	0.0%	$134,000	0.0%	$5.75	0
2022-Q2	Unchanged	12,957	0.0%	$141,000	0.0%	$6.05	0
2022-Q1	Unchanged	12,957	0.0%	$176,000	0.0%	$7.05	0
2021-Q4	Unchanged	12,957	0.0%	$199,000	0.0%	$7.89	0
2021-Q3	Unchanged	12,957	0.0%	$184,000	0.0%	$6.89	0
2021-Q2	New	12,957	-	$180,000	0.0%	$6.72	31
2021-Q1	Exited	0	-100.0%	$0	0.0%	$5.68	0
2020-Q4	Unchanged	10,440	0.0%	$136,000	0.0%	$5.68	0
2020-Q3	Unchanged	10,440	0.0%	$127,000	0.0%	$5.25	0
2020-Q2	Unchanged	10,440	0.0%	$114,000	0.0%	$4.67	0
2020-Q1	Unchanged	10,440	0.0%	$92,000	0.0%	$3.90	0
2019-Q4	Unchanged	10,440	0.0%	$106,000	0.0%	$4.43	0
2019-Q3	New	10,440	-	$113,000	0.0%	$3.54	30

Other major holders of FMAGX: Capital Wealth Planning, LLC

FMAGX28 quarters

FMAGX
28 quarters