Williams Jones Wealth Management, LLC.
Position in BF-A — Brown Forman Corp
CIK 1788587
New York, NY
Position in BF-A
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$865,317
+$15,504 QoQ
Shares Held
32,300
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $1,132,220 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
32,300 | $865,317 | |
| 2 | DEO |
Diageo PLC
|
3,585 | $266,903 |
All Filings in BF-A
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $865,317 | 32,300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $849,813 | 32,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $888,030 | 33,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $906,510 | 33,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,104,510 | 33,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,243,770 | 33,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,586,640 | 33,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,456,290 | 33,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,819,150 | 34,356 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,358,909 | 56,367 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,274,922 | 56,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,855,893 | 56,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,692,752 | 56,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,725,040 | 56,646 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,827,003 | 56,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,864,205 | 57,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,398,474 | 22,290 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||