Williams Jones Wealth Management’s AeroVironment AVAV Stock Holding History

Williams Jones Wealth Management’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Buy	8,831 +976	+12%	+$257K	0.02%	209
2025 Q4	$1.9M	Buy	7,855 +160	+2%	+$50.3K	0.02%	197
2025 Q3	$2.42M	Buy	7,695 +4,615	+150%	+$1.19M	0.03%	175
2025 Q2	$878K	Sell	3,080 -988	-24%	-$167K	0.01%	268
2025 Q1	$485K	Hold	4,068	–	–	0.01%	340
2024 Q4	$626K	Buy	4,068 +45	+1%	+$8.81K	0.01%	312
2024 Q3	$807K	Buy	4,023 +350	+10%	+$63K	0.01%	287
2024 Q2	$669K	Buy	3,673 +300	+9%	+$53.9K	0.01%	305
2024 Q1	$517K	Buy	3,373 +618	+22%	+$82.5K	0.01%	347
2023 Q4	$347K	Buy	+2,755	New	+$337K	﹤0.01%	402

Other funds holding AVAV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Williams Jones Wealth Management increased its AeroVironment (AVAV) stake by 12% in Q1 2026, buying an estimated $257K and bringing the position to 8,831 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #209.

Williams Jones Wealth Management first reported a position in AVAV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q3 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

Williams Jones Wealth Management held 8,831 shares of AeroVironment worth $1.62M as of Q1 2026.
Williams Jones Wealth Management bought 976 AeroVironment shares in Q1 2026, an estimated $257K.
AeroVironment made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #209 holding.
Williams Jones Wealth Management first reported a position in AeroVironment in Q4 2023 and has held it in 10 quarters since.
Williams Jones Wealth Management's AeroVironment position peaked at $2.42M in Q3 2025.
614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

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