Position in CME
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$651,448
-$323,207 QoQ
Shares Held
2,950
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,004
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $8,303,845 across 6 Financial Data & Stock Exchanges names. CME ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,397 | $2,444,409 | |
| 2 | SPGI |
S&P Global Inc.
|
5,867 | $2,260,700 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
14,935 | $1,838,647 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,590 | $871,185 | |
| 5 | CME |
Cme Group Inc.
This page
|
2,950 | $651,448 | |
| 6 | MSCI |
MSCI Inc.
|
424 | $237,456 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,448 | 2,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $974,655 | 3,300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $779,370 | 2,854 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $510,118 | 1,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $520,370 | 1,888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $500,867 | 1,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,065,471 | 4,588 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,012,562 | 4,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $902,590 | 4,591 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,219,833 | 5,666 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,193,259 | 5,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,858 | 2,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $555,314 | 2,997 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $661,127 | 3,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $899,151 | 5,347 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $948,885 | 5,357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,108,655 | 5,416 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,034,928 | 4,351 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,305,648 | 5,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,211,525 | 6,265 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,348,603 | 6,341 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,298,085 | 6,356 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,579,465 | 8,676 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,720,950 | 10,286 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,713,334 | 10,541 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,496,708 | 8,656 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||