Evercore Wealth Management, LLC
Top Portfolio Positions
312 positions ·
$5,368,595,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,504,338 | $381,785,940 | 7.11% |
| NVDA |
Nvidia Corp
Technology
|
2,182,929 | $380,702,816 | 7.09% |
| MSFT |
Microsoft Corp
Technology
|
784,201 | $290,287,682 | 5.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,122,187 | $233,717,885 | 4.35% |
| GOOGL |
Alphabet Inc.
Communication Services
|
714,008 | $205,320,140 | 3.82% |
| MA |
Mastercard Inc
Financial Services
|
392,062 | $195,897,697 | 3.65% |
| MS |
Morgan Stanley
Financial Services
|
1,177,393 | $193,763,564 | 3.61% |
| FIX |
Comfort Systems USA Inc
Industrials
|
134,308 | $185,209,387 | 3.45% |
| AZO |
Autozone Inc
Consumer Cyclical
|
51,425 | $173,702,335 | 3.24% |
| WMB |
Williams Companies, Inc.
Energy
|
2,370,634 | $172,534,742 | 3.21% |
Portfolio Trend
Holdings in AZO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,702,335 | 51,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $176,225,731 | 51,961 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $221,333,490 | 51,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $196,384,390 | 52,902 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $207,941,394 | 54,538 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $184,153,424 | 57,512 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $182,358,964 | 57,891 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $172,916,706 | 58,337 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $184,544,858 | 58,555 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $150,549,732 | 58,226 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $147,040,020 | 57,890 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $139,496,016 | 55,947 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $138,283,221 | 56,255 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $140,727,622 | 57,063 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $124,152,682 | 57,963 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $132,422,331 | 61,617 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $132,190,273 | 64,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $135,244,400 | 64,513 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $110,951,759 | 65,343 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $98,313,421 | 65,884 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $92,008,330 | 65,519 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $75,958,246 | 64,076 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $72,826,433 | 61,841 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $69,477,526 | 61,587 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $52,257,420 | 61,770 | Shares | Defined | 2020-05-14 | |
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