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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in Goldman Sachs Group Inc/The

Williams Jones Wealth Management, LLC. holds 61,162 shares of GS (Goldman Sachs Group Inc/The), worth $61.9M as of 2026-Q2. The position was decreased (-4.6% shares). GS represents 0.7% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$61.9M

Current Shares

61,162

Total Value Change

+$34.4M

Total Shares Change

+5,669

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
61,162
-4.6%
$61.9M0.7%$1,006.44
0
2026-Q1
Decreased
64,118
-0.9%
$54.2M0.7%$838.17
0
2025-Q4
Decreased
64,720
-0.7%
$56.9M0.6%$866.32
0
2025-Q3
Increased
65,145
+4.2%
$51.9M0.6%$780.99
43
2025-Q2
Increased
62,545
+0.8%
$44.3M0.5%$690.40
41
2025-Q1
Increased
62,032
+7.8%
$33.9M0.4%$530.26
37
2024-Q4
Increased
57,560
+3.7%
$33M0.4%$553.07
36
2024-Q3
Increased
55,493
+8.1%
$27.5M0.3%$475.85
37

Other major holders of GS: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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