WJWM
ALL icon

Williams Jones Wealth Management’s Allstate ALL Stock Holding History

Williams Jones Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
3,724
+49
+1% +$10K 0.01% 295
2025
Q4 		$765K Hold
3,675
– – 0.01% 295
2025
Q3 		$789K Hold
3,675
– – 0.01% 287
2025
Q2 		$740K Hold
3,675
– – 0.01% 288
2025
Q1 		$761K Sell
3,675
-145
-4% -$28.2K 0.01% 277
2024
Q4 		$736K Buy
3,820
+374
+11% +$72.6K 0.01% 286
2024
Q3 		$654K Buy
3,446
+1
+0% +$178 0.01% 310
2024
Q2 		$550K Buy
3,445
+145
+4% +$24.2K 0.01% 332
2024
Q1 		$571K Hold
3,300
– – 0.01% 332
2023
Q4 		$462K Hold
3,300
– – 0.01% 354
2023
Q3 		$368K Sell
3,300
-200
-6% -$21.8K 0.01% 386
2023
Q2 		$382K Sell
3,500
-1,400
-29% -$159K 0.01% 388
2023
Q1 		$543K Hold
4,900
– – 0.01% 355
2022
Q4 		$664K Sell
4,900
-10
-0.2% -$1.31K 0.01% 321
2022
Q3 		$611K Hold
4,910
– – 0.01% 333
2022
Q2 		$622K Buy
4,910
+10
+0.2% +$1.31K 0.01% 332
2022
Q1 		$679K Hold
4,900
– – 0.01% 313
2021
Q4 		$576K Sell
4,900
-250
-5% -$29.6K 0.01% 311
2021
Q3 		$656K Sell
5,150
-106
-2% -$14K 0.01% 287
2021
Q2 		$686K Buy
5,256
+6
+0.1% +$775 0.01% 284
2021
Q1 		$603K Sell
5,250
-208
-4% -$22.9K 0.01% 289
2020
Q4 		$600K Sell
5,458
-5,300
-49% -$521K 0.01% 273
2020
Q3 		$1.01M Sell
10,758
-4,700
-30% -$438K 0.02% 203
2020
Q2 		$1.5M Sell
15,458
-30
-0.2% -$2.95K 0.03% 172
2020
Q1 		$1.42M Buy
15,488
+3,458
+29% +$376K 0.04% 150
2019
Q4 		$1.35M Buy
12,030
+5,000
+71% +$546K 0.03% 182
2019
Q3 		$764K Buy
+7,030
New +$734K 0.02% 224

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Williams Jones Wealth Management's ALL Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Allstate (ALL) stake by 1.3% in Q1 2026, buying an estimated $10K and bringing the position to 3,724 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #295.

Williams Jones Wealth Management first reported a position in ALL in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q2 2020. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Williams Jones Wealth Management held 3,724 shares of Allstate worth $772K as of Q1 2026.
  • Williams Jones Wealth Management bought 49 Allstate shares in Q1 2026, an estimated $10K.
  • Allstate made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Williams Jones Wealth Management first reported a position in Allstate in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Allstate position peaked at $1.5M in Q2 2020.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.