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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in GOLDMAN SACHS GROUP INC

Williams Jones Wealth Management, LLC. holds 61,162 shares of GS (GOLDMAN SACHS GROUP INC), 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%$1,011.37
0
2026-Q1
Decreased
64,118
-0.9%
$54.2M0.7%$862.58
0
2025-Q4
Decreased
64,720
-0.7%
$56.9M0.6%$884.42
0
2025-Q3
Increased
65,145
+4.2%
$51.9M0.6%$800.15
43
2025-Q2
Increased
62,545
+0.8%
$44.3M0.5%$683.74
41
2025-Q1
Increased
62,032
+7.8%
$33.9M0.4%$534.90
37
2024-Q4
Increased
57,560
+3.7%
$33M0.4%$562.08
36
2024-Q3
Increased
55,493
+8.1%
$27.5M0.3%$486.13
37

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

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