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Williams Jones Wealth Management’s Erie Indemnity ERIE Stock Holding History

Williams Jones Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-770
Closed -$221K – 519
2025
Q4 		$221K Hold
770
– – ﹤0.01% 461
2025
Q3 		$245K Hold
770
– – ﹤0.01% 444
2025
Q2 		$267K Hold
770
– – ﹤0.01% 435
2025
Q1 		$323K Hold
770
– – ﹤0.01% 396
2024
Q4 		$317K Hold
770
– – ﹤0.01% 406
2024
Q3 		$416K Hold
770
– – ﹤0.01% 387
2024
Q2 		$279K Hold
770
– – ﹤0.01% 427
2024
Q1 		$309K Hold
770
– – ﹤0.01% 425
2023
Q4 		$258K Hold
770
– – ﹤0.01% 445
2023
Q3 		$226K Buy
+770
New +$199K ﹤0.01% 465

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Williams Jones Wealth Management sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 770 shares — an estimated $221K sold.

Williams Jones Wealth Management first reported a position in ERIE in Q3 2023 and held it in 10 quarters. The position peaked at $416K in Q3 2024. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 770 Erie Indemnity shares in Q1 2026, an estimated $221K.
  • Williams Jones Wealth Management first reported a position in Erie Indemnity in Q3 2023 and held it in 10 quarters.
  • Williams Jones Wealth Management's Erie Indemnity position peaked at $416K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

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