Evercore Wealth Management, LLC reported 324 positions worth $6.24B for the quarter ended Jun 30, 2026, up 10.3% on the prior quarter. It opened 25 new positions, added to 47, trimmed 159 and exited 14. Its largest holding is Nvidia Corp at 6.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | +1.00M | +897.8% | $88.34M | 1.57% |
| AVGO Broadcom Inc. | +214.5K | +672.6% | $81.01M | 1.49% |
| NOW ServiceNow, Inc. | +584.0K | +11,611.1% | $57.98M | 0.936% |
| CASY Caseys General Stores Inc | +37.6K | – | $29.90M | 0.479% |
| SPOT Spotify Technology S.A. | +16.7K | +11.0% | $7.68M | 1.24% |
| SN SharkNinja, Inc. | +36.9K | +5.5% | $5.61M | 1.72% |
| UBER Uber Technologies, Inc | +63.5K | +5.5% | $4.58M | 1.41% |
| EOG Eog Resources Inc | +34.4K | +6.3% | $4.46M | 1.21% |
| GLDM World Gold Trust | +43.4K | +11.0% | $3.45M | 0.557% |
| LEU Centrus Energy Corp | +13.2K | – | $2.22M | 0.036% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FIX Comfort Systems Usa Inc | -21.9K | -16.3% | $43.44M | 3.57% |
| MELI Mercadolibre Inc | -23.3K | -87.7% | $39.61M | 0.089% |
| ADBE Adobe Inc. | -189.5K | -93.4% | $38.86M | 0.044% |
| AMT American Tower Corp | -160.4K | -46.4% | $26.24M | 0.486% |
| GOOG Alphabet Inc. | -72.1K | -8.1% | $25.48M | 4.61% |
| VIK Viking Holdings Ltd | -207.2K | -12.4% | $21.69M | 2.46% |
| MS Morgan Stanley | -89.2K | -7.6% | $18.65M | 3.64% |
| GOOGL Alphabet Inc. | -36.1K | -5.0% | $12.89M | 3.88% |
| AAPL Apple Inc. | -29.4K | -2.0% | $8.51M | 6.83% |
| UNH Unitedhealth Group Inc | -15.8K | -18.7% | $6.57M | 0.458% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CASY Caseys General Stores Inc | +37.6K | $29.90M | 0.479% |
| LEU Centrus Energy Corp | +13.2K | $2.22M | 0.036% |
| HONA Honeywell Aerospace Inc. | +8,295 | $1.83M | 0.029% |
| GLNG Golar Lng Ltd | +10.0K | $498.40K | <0.01% |
| BXDC Blackstone Digital Infrastructure Trust Inc. | +20.0K | $432.60K | <0.01% |
| SPCX Space Exploration Technologies Corp | +2,191 | $374.35K | <0.01% |
| CMS Cms Energy Corp | +3,600 | $275.40K | <0.01% |
| BETA BETA Technologies, Inc. | +15.7K | $262.82K | <0.01% |
| BE Bloom Energy Corp | +835 | $252.75K | <0.01% |
| CRWD CrowdStrike Holdings, Inc. | +1,320 | $251.84K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WTM White Mountains Insurance Group Ltd | -200 | $439.39K | <0.01% |
| KR Kroger Co | -3,257 | $235.68K | <0.01% |
| BAM Brookfield Asset Management Ltd. | -5,136 | $228.30K | <0.01% |
| PNR PENTAIR plc | -2,577 | $224.48K | <0.01% |
| FDX Fedex Corp | -616 | $219.41K | <0.01% |
| EMN Eastman Chemical Co | -2,805 | $214.08K | <0.01% |
| GIS General Mills Inc | -5,669 | $211.00K | <0.01% |
| CE Celanese Corp | -3,195 | $210.14K | <0.01% |
| ETH Grayscale Ethereum Staking Mini ETF | -10.6K | $209.52K | <0.01% |
| OKE Oneok Inc | -2,292 | $207.17K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2.15M | $430.49M | 6.89% | -31.5K | -1.4% | Reduced | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 1.47M | $426.79M | 6.83% | -29.4K | -2.0% | Reduced | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 783.6K | $292.28M | 4.68% | -651 | -0.1% | Reduced | 0.01% |
| 4 | GOOG Alphabet Inc. | Technology | 815.3K | $288.07M | 4.61% | -72.1K | -8.1% | Reduced | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1.11M | $265.50M | 4.25% | -8,215 | -0.7% | Reduced | 0.01% |
| 6 | GOOGL Alphabet Inc. | Technology | 678.0K | $242.28M | 3.88% | -36.1K | -5.0% | Reduced | 0.01% |
| 7 | MS Morgan Stanley | Financial Services | 1.09M | $227.47M | 3.64% | -89.2K | -7.6% | Reduced | 0.07% |
| 8 | FIX Comfort Systems Usa Inc | Industrials | 112.4K | $222.76M | 3.57% | -21.9K | -16.3% | Reduced | 0.32% |
| 9 | MA Mastercard Inc | Financial Services | 389.6K | $200.08M | 3.2% | -2,501 | -0.6% | Reduced | 0.04% |
| 10 | WMB Williams Companies, Inc. | Energy | 2.35M | $174.55M | 2.8% | -22.7K | -1.0% | Reduced | 0.19% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 519.6K | $170.08M | 2.72% | -12.5K | -2.4% | Reduced | 0.02% |
| 12 | AZO Autozone Inc | Consumer Discretionary | 51.6K | $164.87M | 2.64% | +162 | +0.3% | Added | 0.31% |
| 13 | BX Blackstone Inc. | Financial Services | 1.35M | $158.76M | 2.54% | +3,504 | +0.3% | Added | 0.17% |
| 14 | VIK Viking Holdings Ltd | Consumer Discretionary | 1.47M | $153.35M | 2.46% | -207.2K | -12.4% | Reduced | 0.33% |
| 15 | HD Home Depot, Inc. | Consumer Discretionary | 429.3K | $151.41M | 2.42% | -2,885 | -0.7% | Reduced | 0.04% |
Tip. Select a row to see that position’s full history at Evercore Wealth Management.
As of its Q2 2026 13F filing, Evercore Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 6.9%, Apple Inc. (AAPL) at 6.8%, Microsoft Corp (MSFT) at 4.7%, Alphabet Inc. (GOOG) at 4.6%, Amazon Com Inc (AMZN) at 4.3% of the reported portfolio.
Evercore Wealth Management, LLC reported a 13F portfolio worth $6.24B across 324 positions for Q2 2026. That is up 10.3% from the previous quarter.
Its largest purchases by value were Amphenol Corp ($88.34M), Broadcom Inc. ($81.01M), ServiceNow, Inc. ($57.98M). It opened 25 new positions.
Its largest sales by value were Comfort Systems Usa Inc ($43.44M), Mercadolibre Inc ($39.61M), Adobe Inc. ($38.86M). It exited 14 positions entirely.
From the Form 13F-HR reports Evercore Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.