WJWM
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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

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return