Position in WSO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,789,105
+$2,054,765 QoQ
Shares Held
45,087
-2.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#96
of 780 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $37,628,692 across 3 Industrial Distribution names. WSO ranks #1 (49.9% of the industry book) .
All Filings in WSO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,789,105 | 45,087 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $16,734,340 | 46,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,132,761 | 44,911 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,652,226 | 132,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $65,970,519 | 149,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $74,418,169 | 146,406 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $68,446,302 | 144,435 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $62,847,506 | 127,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,976,780 | 58,235 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,934,793 | 4,479 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,039,039 | 2,425 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $874,799 | 2,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $463,867 | 1,216 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $323,250 | 1,016 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||