Evercore Wealth Management, LLC
Top Portfolio Positions
313 positions ·
$5,368,756,318 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 MGNX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,699 | 17,543 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,244 | 17,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,472 | 17,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,227 | 17,543 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,279 | 17,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,014 | 17,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,716 | 17,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $74,557 | 17,543 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $258,232 | 17,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $168,763 | 17,543 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $81,750 | 17,543 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $93,855 | 17,543 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $125,783 | 17,543 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $117,713 | 17,543 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,698 | 17,543 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $51,751 | 17,543 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $154,553 | 17,543 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $281,565 | 17,543 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $367,350 | 17,543 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $471,204 | 17,543 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $558,744 | 17,543 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $401,032 | 17,543 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $441,908 | 17,543 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $489,800 | 17,543 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $102,100 | 17,543 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||