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Williams Jones Wealth Management, LLC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on AAPL, newest first. How the timeline and the estimate are built.

Williams Jones Wealth Management, LLC. held 2,289,143 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,289,143 shares
    Change vs previous 13F +191,103 shares

    7.47% of the 13F portfolio, value $662,386,363.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,098,040 shares
    Change vs previous 13F +31,515 shares

    6.54% of the 13F portfolio, value $532,461,514.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,066,525 shares
    Change vs previous 13F +8,112 shares

    6.35% of the 13F portfolio, value $561,805,546.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,058,413 shares
    Change vs previous 13F -12,845 shares

    6% of the 13F portfolio, value $524,133,785.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,071,258 shares
    Change vs previous 13F -42,825 shares

    5.08% of the 13F portfolio, value $424,959,901.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,114,083 shares
    Change vs previous 13F -52,071 shares

    6% of the 13F portfolio, value $469,601,257.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,166,154 shares
    Change vs previous 13F -35,884 shares

    6.54% of the 13F portfolio, value $542,448,299.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,202,038 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $513,074,928.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).