Position in TM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$220,516
+$12,664 QoQ
Shares Held
1,070
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $2,643,471 across 1 Auto Manufacturers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
6,285 | $2,643,471 |
All Filings in TM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,516 | 1,070 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $207,852 | 971 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $244,381 | 971 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||