Notify me when Evercore Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 420 | $6,824,175,290 | +$156,878,977 | -$212,802,871 | -$55,923,894 | AAPL, NVDA, MSFT, GOOG, AMZN | 13F-HR | 17 Feb 2026, 10:25 |
| Q3 2025 | 413 | $6,814,801,714 | +$160,690,705 | -$319,008,387 | -$158,317,682 | NVDA, MSFT, AAPL, AMZN, GOOG | 13F-HR | 14 Nov 2025, 10:26 |
| Q2 2025 | 406 | $6,431,745,252 | +$123,583,046 | -$285,320,645 | -$161,737,599 | MSFT, NVDA, AAPL, AMZN, MA | 13F-HR | 14 Aug 2025, 15:14 |
| Q1 2025 | 411 | $6,209,631,266 | +$226,241,610 | -$431,657,531 | -$205,415,921 | AAPL, MSFT, NVDA, MA, AMZN | 13F-HR | 15 May 2025, 09:56 |
| Q4 2024 | 417 | $6,676,205,732 | +$281,688,609 | -$250,121,441 | +$31,567,168 | AAPL, MSFT, NVDA, AMZN, BX | 13F-HR | 14 Feb 2025, 09:47 |
| Q3 2024 | 417 | $6,667,140,815 | +$80,283,479 | -$230,830,887 | -$150,547,408 | AAPL, MSFT, NVDA, AMZN, BX | 13F-HR | 14 Nov 2024, 09:23 |
| Q2 2024 | 410 | $6,353,152,285 | +$300,330,404 | -$93,469,918 | +$206,860,486 | MSFT, AAPL, NVDA, AMZN, MA | 13F-HR | 14 Aug 2024, 10:02 |
| Q1 2024 | 421 | $6,379,468,324 | +$70,700,927 | -$145,135,485 | -$74,434,558 | MSFT, AAPL, AMZN, NVDA, MA | 13F-HR | 15 May 2024, 09:43 |
| Q4 2023 | 433 | $5,964,089,979 | +$106,041,768 | -$112,182,721 | -$6,140,953 | AAPL, MSFT, BX, MA, AMZN | 13F-HR | 14 Feb 2024, 09:57 |
| Q3 2023 | 407 | $5,341,594,091 | +$109,804,796 | -$98,247,666 | +$11,557,130 | AAPL, MSFT, MA, UNH, BX | 13F-HR | 14 Nov 2023, 09:35 |
| Q2 2023 | 414 | $5,452,242,241 | +$78,346,513 | -$55,763,332 | +$22,583,181 | AAPL, MSFT, MA, UNH, TMO | 13F-HR | 04 Aug 2023, 13:29 |
| Q1 2023 | 405 | $5,016,084,845 | +$108,952,906 | -$156,961,663 | -$48,008,757 | AAPL, MSFT, TMO, MA, UNH | 13F-HR | 15 May 2023, 11:22 |
| Q4 2022 | 396 | $4,771,775,042 | +$96,193,968 | -$97,029,755 | -$835,787 | AAPL, MSFT, UNH, TMO, MA | 13F-HR | 14 Feb 2023, 10:10 |
| Q3 2022 | 380 | $4,433,081,000 | +$259,828,974 | -$86,027,647 | +$173,801,327 | AAPL, MSFT, UNH, TMO, AMZN | 13F-HR | 14 Nov 2022, 16:02 |
| Q2 2022 | 393 | $4,742,981,000 | +$219,580,837 | -$163,848,143 | +$55,732,694 | AAPL, MSFT, UNH, TMO, MA | 13F-HR | 15 Aug 2022, 10:51 |
| Q1 2022 | 431 | $5,654,758,000 | +$106,856,550 | -$135,042,456 | -$28,185,906 | AAPL, MSFT, BX, AMZN, TMO | 13F-HR | 16 May 2022, 10:07 |
| Q4 2021 | 424 | $6,149,376,000 | +$73,817,360 | -$101,537,320 | -$27,719,960 | AAPL, MSFT, TMO, BX, AMZN | 13F-HR | 14 Feb 2022, 17:08 |
| Q3 2021 | 418 | $5,524,520,000 | +$117,052,045 | -$110,158,531 | +$6,893,514 | AAPL, MSFT, AMZN, TMO, BX | 13F-HR | 15 Nov 2021, 13:39 |
| Q2 2021 | 425 | $5,464,322,000 | +$190,409,953 | -$200,483,433 | -$10,073,480 | AAPL, MSFT, AMZN, TMO, MA | 13F-HR | 16 Aug 2021, 14:05 |
| Q1 2021 | 428 | $5,047,547,000 | +$295,412,430 | -$138,083,773 | +$157,328,657 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 17 May 2021, 15:25 |
| Q4 2020 | 419 | $4,631,440,000 | +$122,842,086 | -$43,649,587 | +$79,192,499 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 16 Feb 2021, 16:33 |
| Q3 2020 | 380 | $4,086,588,000 | +$268,548,547 | -$64,069,481 | +$204,479,066 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 16 Nov 2020, 12:23 |
| Q2 2020 | 375 | $3,743,189,000 | +$137,452,151 | -$131,248,511 | +$6,203,640 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 13 Aug 2020, 17:22 |
| Q1 2020 | 362 | $3,032,992,000 | +$152,771,713 | -$193,697,821 | -$40,926,108 | MSFT, AAPL, AMZN, MA, TMO | 13F-HR | 14 May 2020, 16:52 |
| Q4 2019 | 403 | $3,712,784,000 | +$67,822,187 | -$100,952,610 | -$33,130,423 | AAPL, MSFT, MA, TMO, AMZN | 13F-HR | 13 Feb 2020, 17:08 |
| Q3 2019 | 402 | $3,408,942,000 | +$247,098,346 | -$185,644,579 | +$61,453,767 | MSFT, AAPL, MA, AMZN, HD | 13F-HR | 14 Nov 2019, 14:10 |
| Q2 2019 | 411 | $3,292,362,000 | +$122,313,326 | -$65,415,577 | +$56,897,749 | MSFT, MA, AAPL, AMZN, TMO | 13F-HR | 13 Aug 2019, 16:05 |
| Q1 2019 | 408 | $3,104,791,000 | +$180,216,153 | -$103,195,574 | +$77,020,579 | MA, MSFT, AAPL, AMZN, TMO | 13F-HR | 14 May 2019, 16:04 |
| Q4 2018 | 370 | $2,647,678,000 | +$120,638,165 | -$122,541,798 | -$1,903,633 | MSFT, MA, UNH, AAPL, AMZN | 13F-HR | 13 Feb 2019, 09:27 |
| Q3 2018 | 424 | $3,127,492,000 | +$117,889,297 | -$86,154,575 | +$31,734,722 | AAPL, AMZN, MA, MSFT, UNH | 13F-HR | 13 Nov 2018, 16:06 |
| Q2 2018 | 404 | $2,926,149,000 | +$239,608,272 | -$40,598,154 | +$199,010,118 | AAPL, MA, MSFT, AMZN, UNH | 13F-HR | 14 Aug 2018, 14:45 |
| Q1 2018 | 349 | $2,618,232,000 | +$102,624,052 | -$190,343,877 | -$87,719,825 | AAPL, MA, MSFT, AMZN, UNH | 13F-HR | 14 May 2018, 18:20 |
| Q4 2017 | 908 | $2,689,357,000 | +$26,510,567 | -$99,165,478 | -$72,654,911 | AAPL, MA, MSFT, UNH, HD | 13F-HR | 13 Feb 2018, 16:23 |
| Q3 2017 | 906 | $2,567,803,000 | +$18,163,074 | -$130,076,542 | -$111,913,468 | AAPL, MA, UNH, MSFT, HD | 13F-HR | 13 Nov 2017, 17:20 |
| Q2 2017 | 967 | $2,579,693,000 | +$49,673,599 | -$104,248,253 | -$54,574,654 | AAPL, UNH, MA, MSFT, HD | 13F-HR | 11 Aug 2017, 16:17 |
| Q1 2017 | 988 | $2,547,017,000 | +$119,309,636 | -$114,952,631 | +$4,357,005 | AAPL, MSFT, MA, UNH, HD | 13F-HR | 12 May 2017, 17:44 |
| Q4 2016 | 1,050 | $2,405,350,000 | +$123,199,313 | -$170,955,168 | -$47,755,855 | UNH, AAPL, MSFT, AZO, MA | 13F-HR | 08 Feb 2017, 07:58 |
| Q3 2016 | 1,020 | $2,416,894,000 | +$138,854,196 | -$84,517,928 | +$54,336,268 | AAPL, UNH, NXPI, MA, AZO | 13F-HR | 10 Nov 2016, 15:08 |
| Q2 2016 | 98 | $5,886,000 | $0 | $0 | $0 | VV, IGSB, MLPI, VMBS, PFF | New Holdings | 20 Sep 2016, 13:49 |
| Q2 2016 | 1,017 | $2,268,113,000 | +$100,239,580 | -$97,830,735 | +$2,408,845 | UNH, AZO, AAPL, CB, TJX | Restatement | 20 Sep 2016, 13:48 |
| Q1 2016 | 939 | $2,263,200,000 | +$300,307,984 | -$177,869,717 | +$122,438,267 | AAPL, AZO, UNH, TJX, MSFT | 13F-HR | 02 May 2016, 10:56 |
| Q4 2015 | 1,003 | $2,154,388,000 | +$269,954,493 | -$258,968,364 | +$10,986,129 | AAPL, MA, HD, UNH, TJX | 13F-HR | 16 Feb 2016, 06:47 |
| Q3 2015 | 952 | $2,093,264,000 | +$151,264,300 | -$98,474,097 | +$52,790,203 | AAPL, MA, UNH, TJX, NXPI | 13F-HR | 16 Nov 2015, 06:53 |
| Q2 2015 | 1,059 | $2,215,851,000 | +$130,329,678 | -$81,594,361 | +$48,735,317 | AAPL, MA, UNH, NXPI, TJX | 13F-HR | 06 Aug 2015, 13:26 |
| Q1 2015 | 998 | $2,178,328,000 | +$247,016,685 | -$95,770,214 | +$151,246,471 | AAPL, UNH, TJX, MA, NXPI | 13F-HR | 06 May 2015, 06:20 |
| Q4 2014 | 872 | $2,006,065,000 | +$77,387,128 | -$157,937,279 | -$80,550,151 | AAPL, MA, TJX, UNH, NXPI | 13F-HR | 13 Feb 2015, 15:21 |
| Q3 2014 | 938 | $1,996,024,000 | +$107,242,385 | -$40,060,084 | +$67,182,301 | AAPL, MA, TJX, SLB, AMT | 13F-HR | 13 Nov 2014, 16:56 |
| Q2 2014 | 1,007 | $1,939,397,000 | +$218,251,996 | -$62,163,580 | +$156,088,416 | AAPL, SLB, MA, XOM, AMT | 13F-HR | 14 Aug 2014, 14:39 |
| Q1 2014 | 908 | $1,783,276,000 | +$150,271,301 | -$191,769,666 | -$41,498,365 | AAPL, GOOGL, MA, TJX, XOM | 13F-HR | 14 May 2014, 18:30 |
| Q4 2013 | 842 | $1,819,590,000 | $0 | $0 | $0 | AAPL, MA, GOOGL, TJX, XOM | 13F-HR | 11 Feb 2014, 13:49 |