Evercore Wealth Management, LLC
Top Portfolio Positions
315 positions ·
$5,492,665,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,504,338 | $381,785,940 | 6.95% | |
| NVDA |
Nvidia Corp
Technology
|
2,182,929 | $380,702,816 | 6.93% | |
| MSFT |
Microsoft Corp
Technology
|
784,201 | $290,287,682 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,122,187 | $233,717,885 | 4.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
714,008 | $205,320,140 | 3.74% | |
| MA |
Mastercard Inc
Financial Services
|
392,062 | $195,897,697 | 3.57% | |
| MS |
Morgan Stanley
Financial Services
|
1,177,393 | $193,763,564 | 3.53% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
134,308 | $185,209,387 | 3.37% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
51,425 | $173,702,335 | 3.16% | |
| WMB |
Williams Companies, Inc.
Energy
|
2,370,634 | $172,534,742 | 3.14% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CBRE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,709,990 | 987,081 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $160,307,629 | 997,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $161,244,540 | 1,023,385 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $145,515,039 | 1,038,503 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $138,132,581 | 1,056,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $144,840,308 | 1,103,209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $146,748,724 | 1,178,894 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $106,763,135 | 1,198,105 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $116,736,425 | 1,200,498 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $111,990,434 | 1,203,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $88,860,596 | 1,203,095 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $97,409,058 | 1,206,902 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $92,729,213 | 1,273,578 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $99,214,213 | 1,289,166 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $86,183,332 | 1,276,601 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $93,058,939 | 1,264,216 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $114,685,084 | 1,253,115 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $136,152,813 | 1,254,749 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $124,119,005 | 1,274,846 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $111,804,435 | 1,304,146 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $105,461,223 | 1,333,096 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $91,533,441 | 1,459,398 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $68,789,583 | 1,464,543 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $65,637,507 | 1,451,515 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,768,702 | 1,531,920 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||