WJWM
SLM icon

Williams Jones Wealth Management’s SLM Corp SLM Stock Holding History

Williams Jones Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$396K Hold
18,487
– – ﹤0.01% 388
2025
Q4 		$500K Hold
18,487
– – 0.01% 351
2025
Q3 		$512K Hold
18,487
– – 0.01% 346
2025
Q2 		$606K Hold
18,487
– – 0.01% 320
2025
Q1 		$543K Hold
18,487
– – 0.01% 322
2024
Q4 		$510K Hold
18,487
– – 0.01% 341
2024
Q3 		$423K Hold
18,487
– – 0.01% 383
2024
Q2 		$384K Hold
18,487
– – ﹤0.01% 379
2024
Q1 		$403K Hold
18,487
– – 0.01% 387
2023
Q4 		$353K Hold
18,487
– – ﹤0.01% 400
2023
Q3 		$252K Hold
18,487
– – ﹤0.01% 449
2023
Q2 		$302K Hold
18,487
– – ﹤0.01% 424
2023
Q1 		$229K Sell
18,487
-715
-4% -$10.6K ﹤0.01% 486
2022
Q4 		$319K Buy
19,202
+714
+4% +$11.7K 0.01% 435
2022
Q3 		$259K Sell
18,488
-90
-0.5% -$1.4K ﹤0.01% 458
2022
Q2 		$296K Buy
+18,578
New +$322K ﹤0.01% 458

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return