WJWM
ALC icon

Williams Jones Wealth Management’s Alcon ALC Stock Holding History

Williams Jones Wealth Management’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53M Sell
789,608
-24,292
-3% -$1.7M 0.6% 42
2026
Q1 		$61.3M Sell
813,900
-9,201
-1% -$734K 0.75% 36
2025
Q4 		$64.9M Sell
823,101
-31,966
-4% -$2.46M 0.73% 36
2025
Q3 		$63.7M Sell
855,067
-54,781
-6% -$4.57M 0.73% 37
2025
Q2 		$80.3M Sell
909,848
-31,086
-3% -$2.79M 0.96% 36
2025
Q1 		$89.3M Sell
940,934
-70,955
-7% -$6.37M 1.14% 30
2024
Q4 		$85.9M Sell
1,011,889
-71,190
-7% -$6.42M 1.04% 34
2024
Q3 		$108M Sell
1,083,079
-13,088
-1% -$1.23M 1.27% 26
2024
Q2 		$97.6M Sell
1,096,167
-56,022
-5% -$4.78M 1.21% 28
2024
Q1 		$96M Sell
1,152,189
-181,298
-14% -$14.5M 1.22% 29
2023
Q4 		$104M Sell
1,333,487
-2,250
-0.2% -$166K 1.46% 21
2023
Q3 		$103M Buy
1,335,737
+2,771
+0.2% +$228K 1.58% 20
2023
Q2 		$109M Buy
1,332,966
+3,466
+0.3% +$265K 1.64% 17
2023
Q1 		$93.8M Sell
1,329,500
-12,470
-0.9% -$887K 1.47% 22
2022
Q4 		$92M Sell
1,341,970
-43,906
-3% -$2.8M 1.54% 23
2022
Q3 		$80.6M Sell
1,385,876
-12,652
-0.9% -$878K 1.4% 24
2022
Q2 		$97.7M Sell
1,398,528
-4,214
-0.3% -$307K 1.58% 19
2022
Q1 		$111M Sell
1,402,742
-27,867
-2% -$2.15M 1.55% 21
2021
Q4 		$125M Buy
1,430,609
+11,902
+0.8% +$980K 1.56% 21
2021
Q3 		$114M Buy
1,418,707
+223
+0% +$17.2K 1.6% 20
2021
Q2 		$99.7M Buy
1,418,484
+36,367
+3% +$2.59M 1.39% 23
2021
Q1 		$97M Buy
1,382,117
+28,362
+2% +$2.01M 1.52% 21
2020
Q4 		$89.3M Buy
1,353,755
+35,181
+3% +$2.2M 1.46% 24
2020
Q3 		$75.1M Buy
1,318,574
+38,842
+3% +$2.28M 1.39% 24
2020
Q2 		$73.4M Buy
1,279,732
+91,026
+8% +$5.15M 1.5% 21
2020
Q1 		$60.4M Buy
1,188,706
+82,677
+7% +$4.75M 1.58% 23
2019
Q4 		$62.6M Buy
1,106,029
+168,691
+18% +$9.66M 1.2% 30
2019
Q3 		$54.6M Buy
+937,338
New +$56.2M 1.12% 33

Other funds holding ALC

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Williams Jones Wealth Management's ALC Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Alcon (ALC) stake by 3% in Q2 2026, selling an estimated $1.7M and leaving 789,608 shares worth $53M. The position accounts for 0.6% of the portfolio, ranked #42.

Williams Jones Wealth Management first reported a position in ALC in Q3 2019 and has held it in 28 quarters since. The position peaked at $125M in Q4 2021. 279 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Williams Jones Wealth Management held 789,608 shares of Alcon worth $53M as of Q2 2026.
  • Williams Jones Wealth Management sold 24,292 Alcon shares in Q2 2026, an estimated $1.7M.
  • Alcon made up 0.6% of Williams Jones Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Williams Jones Wealth Management first reported a position in Alcon in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Alcon position peaked at $125M in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.