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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 413 | $6,814,801,714 | +$160,690,695 | -$319,008,390 | -$158,317,695 | NVDA, MSFT, AAPL, AMZN, GOOG | 13F-HR | 14 Nov 2025, 10:26 |
| Q2 2025 | 406 | $6,431,745,252 | +$123,583,052 | -$285,320,650 | -$161,737,598 | MSFT, NVDA, AAPL, AMZN, MA | 13F-HR | 14 Aug 2025, 15:14 |
| Q1 2025 | 411 | $6,209,631,266 | +$226,241,610 | -$431,657,514 | -$205,415,904 | AAPL, MSFT, NVDA, MA, AMZN | 13F-HR | 15 May 2025, 09:56 |
| Q4 2024 | 417 | $6,676,205,732 | +$281,688,611 | -$250,121,442 | +$31,567,169 | AAPL, MSFT, NVDA, AMZN, BX | 13F-HR | 14 Feb 2025, 09:47 |
| Q3 2024 | 417 | $6,667,140,815 | +$80,283,480 | -$230,830,888 | -$150,547,408 | AAPL, MSFT, NVDA, AMZN, BX | 13F-HR | 14 Nov 2024, 09:23 |
| Q2 2024 | 410 | $6,353,152,285 | +$300,330,402 | -$93,469,921 | +$206,860,481 | MSFT, AAPL, NVDA, AMZN, MA | 13F-HR | 14 Aug 2024, 10:02 |
| Q1 2024 | 420 | $6,379,468,096 | +$70,700,926 | -$145,134,091 | -$74,433,165 | MSFT, AAPL, AMZN, NVDA, MA | 13F-HR | 15 May 2024, 09:43 |
| Q4 2023 | 432 | $5,964,088,582 | +$106,041,767 | -$112,182,729 | -$6,140,962 | AAPL, MSFT, BX, MA, AMZN | 13F-HR | 14 Feb 2024, 09:57 |
| Q3 2023 | 437 | $5,341,594,091 | +$109,804,796 | -$98,247,662 | +$11,557,134 | AAPL, MSFT, MA, UNH, BX | 13F-HR | 14 Nov 2023, 09:35 |
| Q2 2023 | 414 | $5,452,242,241 | +$78,346,513 | -$52,075,446 | +$26,271,067 | AAPL, MSFT, MA, UNH, TMO | 13F-HR | 04 Aug 2023, 13:29 |
| Q1 2023 | 405 | $5,016,084,845 | +$108,952,912 | -$152,036,688 | -$43,083,776 | AAPL, MSFT, TMO, MA, UNH | 13F-HR | 15 May 2023, 11:22 |
| Q4 2022 | 396 | $4,771,775,042 | +$96,193,969 | -$90,969,136 | +$5,224,833 | AAPL, MSFT, UNH, TMO, MA | 13F-HR | 14 Feb 2023, 09:10 |
| Q3 2022 | 376 | $4,425,996,000 | +$259,828,947 | -$49,031,212 | +$210,797,735 | AAPL, MSFT, UNH, TMO, AMZN | 13F-HR | 14 Nov 2022, 15:02 |
| Q2 2022 | 391 | $4,742,543,000 | +$219,580,775 | -$148,703,490 | +$70,877,285 | AAPL, MSFT, UNH, TMO, MA | 13F-HR | 15 Aug 2022, 10:51 |
| Q1 2022 | 431 | $5,654,758,000 | +$106,856,544 | -$125,502,999 | -$18,646,455 | AAPL, MSFT, BX, AMZN, TMO | 13F-HR | 16 May 2022, 10:07 |
| Q4 2021 | 418 | $6,148,449,000 | +$73,817,365 | -$91,870,959 | -$18,053,594 | AAPL, MSFT, TMO, BX, AMZN | 13F-HR | 14 Feb 2022, 16:08 |
| Q3 2021 | 417 | $5,524,521,000 | +$117,051,601 | -$110,159,528 | +$6,892,073 | AAPL, MSFT, AMZN, TMO, BX | 13F-HR | 15 Nov 2021, 13:39 |
| Q2 2021 | 423 | $5,464,324,000 | +$190,410,965 | -$200,163,065 | -$9,752,100 | AAPL, MSFT, AMZN, TMO, MA | 13F-HR | 16 Aug 2021, 14:05 |
| Q1 2021 | 426 | $5,046,038,000 | +$295,412,442 | -$137,841,067 | +$157,571,375 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 17 May 2021, 15:25 |
| Q4 2020 | 418 | $4,640,182,000 | +$131,577,082 | -$37,530,149 | +$94,046,933 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 16 Feb 2021, 15:33 |
| Q3 2020 | 374 | $4,084,701,000 | +$268,548,490 | -$58,788,725 | +$209,759,765 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 16 Nov 2020, 11:23 |
| Q2 2020 | 375 | $3,743,189,000 | +$137,451,082 | -$113,496,207 | +$23,954,875 | AAPL, MSFT, AMZN, MA, TMO | 13F-HR | 13 Aug 2020, 17:22 |
| Q1 2020 | 358 | $3,030,904,000 | +$152,692,318 | -$64,443,838 | +$88,248,480 | MSFT, AAPL, AMZN, MA, TMO | 13F-HR | 14 May 2020, 16:52 |
| Q4 2019 | 401 | $3,712,579,000 | +$67,822,191 | -$96,182,323 | -$28,360,132 | AAPL, MSFT, MA, TMO, AMZN | 13F-HR | 13 Feb 2020, 16:08 |
| Q3 2019 | 398 | $3,405,072,000 | +$247,098,440 | -$62,983,608 | +$184,114,832 | MSFT, AAPL, MA, AMZN, HD | 13F-HR | 14 Nov 2019, 13:10 |
| Q2 2019 | 409 | $3,292,123,000 | +$122,313,329 | -$55,687,564 | +$66,625,765 | MSFT, MA, AAPL, AMZN, TMO | 13F-HR | 13 Aug 2019, 16:05 |
| Q1 2019 | 406 | $3,104,568,000 | +$179,993,162 | -$99,149,601 | +$80,843,561 | MA, MSFT, AAPL, AMZN, TMO | 13F-HR | 14 May 2019, 16:04 |
| Q4 2018 | 370 | $2,647,678,000 | +$120,638,203 | -$96,893,776 | +$23,744,427 | MSFT, MA, UNH, AAPL, AMZN | 13F-HR | 13 Feb 2019, 08:27 |
| Q3 2018 | 424 | $3,127,492,000 | +$117,889,314 | -$79,934,584 | +$37,954,730 | AAPL, AMZN, MA, MSFT, UNH | 13F-HR | 13 Nov 2018, 15:06 |
| Q2 2018 | 404 | $2,926,149,000 | +$239,608,285 | -$35,424,157 | +$204,184,128 | AAPL, MA, MSFT, AMZN, UNH | 13F-HR | 14 Aug 2018, 14:45 |
| Q1 2018 | 349 | $2,618,081,151 | +$102,624,088 | -$144,327,884 | -$41,703,796 | AAPL, MA, MSFT, AMZN, UNH | 13F-HR | 14 May 2018, 18:20 |
| Q4 2017 | 895 | $2,689,255,193 | +$26,600,625 | -$96,611,476 | -$70,010,851 | AAPL, MA, MSFT, UNH, HD | 13F-HR | 13 Feb 2018, 15:23 |
| Q3 2017 | 886 | $2,567,745,055 | +$18,159,459 | -$103,692,354 | -$85,532,895 | AAPL, MA, UNH, MSFT, HD | 13F-HR | 13 Nov 2017, 16:20 |
| Q2 2017 | 942 | $2,589,314,054 | +$50,953,589 | -$98,672,028 | -$47,718,439 | AAPL, UNH, MA, MSFT, HD | 13F-HR | 11 Aug 2017, 16:17 |
| Q1 2017 | 957 | $2,554,500,582 | +$118,789,599 | -$109,208,081 | +$9,581,518 | AAPL, MSFT, MA, UNH, HD | 13F-HR | 12 May 2017, 17:44 |
| Q4 2016 | 931 | $2,408,718,752 | +$130,131,890 | -$162,435,219 | -$32,303,329 | UNH, AAPL, MSFT, AZO, MA | 13F-HR | 08 Feb 2017, 06:58 |
| Q3 2016 | 1,001 | $2,414,849,760 | +$138,773,567 | -$77,588,960 | +$61,184,607 | AAPL, UNH, NXPI, MA, AZO | 13F-HR | 10 Nov 2016, 14:08 |
| Q2 2016 | 96 | $5,886,000 | $0 | VV, IGSB, MLPI, VMBS, PFF | New Holdings | 20 Sep 2016, 13:49 | ||
| Q2 2016 | 999 | $2,268,098,000 | +$100,231,339 | -$91,835,413 | +$8,395,926 | UNH, AZO, AAPL, CB, TJX | Restatement | 20 Sep 2016, 13:48 |
| Q1 2016 | 922 | $2,262,994,000 | +$300,307,954 | -$127,935,686 | +$172,372,268 | AAPL, AZO, UNH, TJX, MSFT | 13F-HR | 02 May 2016, 10:56 |
| Q4 2015 | 983 | $2,154,165,000 | +$269,945,933 | -$129,853,346 | +$140,092,587 | AAPL, MA, HD, UNH, TJX | 13F-HR | 16 Feb 2016, 05:47 |
| Q3 2015 | 931 | $2,093,046,000 | +$151,273,666 | -$63,467,232 | +$87,806,434 | AAPL, MA, UNH, TJX, NXPI | 13F-HR | 16 Nov 2015, 05:53 |
| Q2 2015 | 1,036 | $2,215,842,000 | +$130,335,944 | -$69,045,576 | +$61,290,368 | AAPL, MA, UNH, NXPI, TJX | 13F-HR | 06 Aug 2015, 13:26 |
| Q1 2015 | 978 | $2,178,107,000 | +$246,990,300 | -$68,097,506 | +$178,892,794 | AAPL, UNH, TJX, MA, NXPI | 13F-HR | 06 May 2015, 06:20 |
| Q4 2014 | 853 | $2,006,019,000 | +$77,386,620 | -$98,192,654 | -$20,806,034 | AAPL, MA, TJX, UNH, NXPI | 13F-HR | 13 Feb 2015, 14:21 |
| Q3 2014 | 918 | $1,995,993,000 | +$117,598,920 | -$37,698,107 | +$79,900,813 | AAPL, MA, TJX, SLB, AMT | 13F-HR | 13 Nov 2014, 15:56 |
| Q2 2014 | 990 | $1,939,323,000 | +$218,271,341 | -$57,616,058 | +$160,655,283 | AAPL, SLB, MA, XOM, AMT | 13F-HR | 14 Aug 2014, 14:39 |
| Q1 2014 | 886 | $1,781,273,000 | +$148,599,293 | -$186,248,653 | -$37,649,360 | AAPL, GOOGLXXXX, MA, TJX, XOM | 13F-HR | 14 May 2014, 18:30 |
| Q4 2013 | 829 | $1,819,582,000 | $0 | AAPL, MA, GOOGLXXXX, TJX, XOM | 13F-HR | 11 Feb 2014, 12:49 |