EdgeMarket › What Evercore Wealth Management, Llc reported owning
What Evercore Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.4BPositions
418Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 381.8M | 6.0% | 1.5M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 380.7M | 6.0% | 2.2M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 290.3M | 4.6% | 784.2K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 254.6M | 4.0% | 887.4K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 233.7M | 3.7% | 1.1M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 205.3M | 3.2% | 714.0K | 344.82 | +73.0% |
| MA Mastercard Inc | 195.9M | 3.1% | 392.1K | 580.63 | -2.0% |
| MS MORGAN STANLEY | 193.8M | 3.0% | 1.2M | 214.20 | +48.6% |
| FIX COMFORT SYSTEMS USA INC | 185.2M | 2.9% | 134.3K | 1,655.61 | +143.1% |
| AZO AUTOZONE INC | 173.7M | 2.7% | 51.4K | 2,957.95 | -28.9% |
| WMB WILLIAMS COMPANIES, INC. | 172.5M | 2.7% | 2.4M | 70.49 | +23.2% |
| JPM JPMORGAN CHASE & CO | 156.5M | 2.5% | 532.1K | 351.58 | +20.3% |
| BX Blackstone Inc. | 154.7M | 2.4% | 1.3M | 143.38 | -12.8% |
| HD HOME DEPOT, INC. | 142.1M | 2.2% | 432.2K | 335.61 | -16.5% |
| CB Chubb Ltd | 137.1M | 2.2% | 420.6K | 340.99 | +21.9% |
| CBRE CBRE GROUP, INC. | 133.7M | 2.1% | 987.1K | 152.10 | -5.4% |
| TMO THERMO FISHER SCIENTIFIC INC. | 131.1M | 2.1% | 266.8K | 629.27 | +27.2% |
| unmapped CUSIP 084670702 | 123.5M | 1.9% | 257.7K | — | — |
| VIK Viking Holdings Ltd | 122.9M | 1.9% | 1.7M | 92.79 | +58.5% |
| BLK BlackRock, Inc. | 102.1M | 1.6% | 106.2K | 1,156.55 | +2.5% |
| COST COSTCO WHOLESALE CORP /NEW | 99.8M | 1.6% | 100.1K | 947.74 | -4.7% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 93.5M | 1.5% | 1.0M | 100.73 | +18.5% |
| UBER Uber Technologies, Inc | 83.2M | 1.3% | 1.2M | 78.80 | -15.9% |
| EOG EOG RESOURCES INC | 79.4M | 1.2% | 549.2K | 153.05 | +29.3% |
| GNRC GENERAC HOLDINGS INC. | 75.4M | 1.2% | 386.1K | 205.98 | +8.6% |
| SPY SPDR S&P 500 ETF TRUST | 75.2M | 1.2% | 115.7K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 75.0M | 1.2% | 125.5K | 703.71 | +20.0% |
| SPOT Spotify Technology S.A. | 73.4M | 1.2% | 151.4K | 533.72 | -24.2% |
| SN SharkNinja, Inc. | 71.0M | 1.1% | 670.4K | 180.76 | +51.1% |
| BLDR Builders FirstSource, Inc. | 66.1M | 1.0% | 802.7K | 70.21 | -47.1% |
| PGR PROGRESSIVE CORP/OH/ | 62.9M | 1.0% | 317.4K | 219.28 | -13.2% |
| AMT AMERICAN TOWER CORP /MA/ | 59.7M | 0.9% | 346.1K | 175.80 | -16.1% |
| ARCC ARES CAPITAL CORP | 56.2M | 0.9% | 3.1M | 19.92 | -10.6% |
| IAU ISHARES GOLD TRUST | 54.7M | 0.9% | 620.6K | 86.79 | +37.5% |
| CROX Crocs, Inc. | 53.0M | 0.8% | 638.1K | 122.11 | +45.9% |
| IVV iShares Core S&P 500 ETF | 52.2M | 0.8% | 79.9K | 769.31 | +20.0% |
| ADBE ADOBE INC. | 49.3M | 0.8% | 202.9K | 275.30 | -22.1% |
| DXJ WisdomTree Japan Hedged Equity Fund | 48.8M | 0.8% | 307.6K | 177.54 | +41.1% |
| MELI MERCADOLIBRE INC | 46.0M | 0.7% | 26.6K | 1,922.73 | -17.7% |
| VEU Vanguard FTSE All World Ex US ETF | 45.1M | 0.7% | 601.2K | 85.69 | +23.3% |
| TJX TJX COMPANIES INC /DE/ | 43.4M | 0.7% | 271.9K | 140.53 | +1.6% |
| JAAA Janus Henderson AAA CLO ETF | 39.1M | 0.6% | 775.6K | 50.67 | -0.1% |
| GLDM World Gold Trust | 36.6M | 0.6% | 394.9K | 91.32 | +37.7% |
| JNJ JOHNSON & JOHNSON | 32.5M | 0.5% | 133.1K | 270.24 | +51.1% |
| GLD SPDR GOLD TRUST | 31.1M | 0.5% | 72.3K | 423.36 | +37.3% |
| SHW SHERWIN WILLIAMS CO | 30.6M | 0.5% | 95.5K | 346.59 | -5.6% |
| CVX CHEVRON CORP | 29.9M | 0.5% | 144.5K | 205.27 | +34.0% |
| IWF iShares Russell 1000 Growth Fund | 25.5M | 0.4% | 59.7K | 122.39 | +11.2% |
| LLY ELI LILLY & Co | 24.9M | 0.4% | 27.1K | 1,255.40 | +78.0% |
| UNH UNITEDHEALTH GROUP INC | 22.9M | 0.4% | 84.7K | 390.11 | +30.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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