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Williams Jones Wealth Management, LLC.: TMO position timeline

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

Williams Jones Wealth Management, LLC. held 48,120 TMO 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 48,120 shares
    Change vs previous 13F -11,953 shares

    0.27% of the 13F portfolio, value $24,125,443.

    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 60,073 shares
    Change vs previous 13F -17,679 shares

    0.36% of the 13F portfolio, value $29,527,682.

    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 77,752 shares
    Change vs previous 13F -2,374 shares

    0.51% of the 13F portfolio, value $45,053,396.

    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 80,126 shares
    Change vs previous 13F -29,433 shares

    0.44% of the 13F portfolio, value $38,862,713.

    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 109,559 shares
    Change vs previous 13F -45,380 shares

    0.53% of the 13F portfolio, value $44,421,792.

    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 154,939 shares
    Change vs previous 13F -33,480 shares

    0.99% of the 13F portfolio, value $77,097,646.

    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 188,419 shares
    Change vs previous 13F -21,600 shares

    1.18% of the 13F portfolio, value $98,021,216.

    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 210,019 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $129,911,453.

    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).