Williams Jones Wealth Management, LLC.
Holdings in SHW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $101,916,507 | 314,528 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $107,535,890 | 310,564 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $104,080,656 | 303,124 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $103,802,663 | 297,267 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $104,473,066 | 307,337 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $117,691,761 | 308,360 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $91,361,658 | 306,141 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $102,186,569 | 294,206 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $87,308,919 | 279,926 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $62,059,021 | 243,321 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $56,010,381 | 210,946 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $12,550,707 | 55,838 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $11,651,479 | 49,094 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $9,345,609 | 45,644 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,676,512 | 38,750 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $7,588,697 | 30,401 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $6,835,073 | 19,409 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $5,263,959 | 18,818 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,864,158 | 14,183 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $983,029 | 3,996 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $527,175 | 2,152 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $245,020 | 1,055 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $155,056 | 805 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $117,177 | 765 | Shares | Sole | 2020-05-15 |