Williams Jones Wealth Management, LLC.: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on AMAT, newest first. How the timeline and the estimate are built.
Williams Jones Wealth Management, LLC. held 25,731 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 25,731 sharesChange vs previous 13F +374 shares
0.21% of the 13F portfolio, value $18,603,513.
13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,357 sharesChange vs previous 13F -240 shares
0.11% of the 13F portfolio, value $8,666,769.
13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,597 sharesChange vs previous 13F -16 shares
0.07% of the 13F portfolio, value $6,578,173.
13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,613 sharesChange vs previous 13F -767 shares
0.06% of the 13F portfolio, value $5,244,006.
13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,380 sharesChange vs previous 13F -18,165 shares
0.06% of the 13F portfolio, value $4,829,387.
13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,545 sharesChange vs previous 13F -11,820 shares
0.08% of the 13F portfolio, value $6,464,370.
13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,365 sharesChange vs previous 13F -109,443 shares
0.11% of the 13F portfolio, value $9,166,606.
13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 165,808 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $33,501,506.
13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).