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 | Open |
|---|---|---|---|---|---|
| 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 LAB
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,000 | 125,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $160,000 | 125,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $162,500 | 125,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $150,000 | 125,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $135,000 | 125,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $218,750 | 125,000 | Shares | Sole | 2025-02-14 | |
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