• 13F History

Evercore Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$6.68B
Signature - Title
Ruth Calaman - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Evercore Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evercore Wealth Management, LLC reported 417 stock holdings with total value $6.68B as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and BX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 417 $6.68B +$282M -$250M +$31.6M AAPL, MSFT, NVDA, AMZN, BX 13F-HR 2/14/2025, 09:47 AM
Q3 2024 417 $6.67B +$80.3M -$231M -$151M AAPL, MSFT, NVDA, AMZN, BX 13F-HR 11/14/2024, 09:23 AM
Q2 2024 410 $6.35B +$300M -$93.5M +$207M MSFT, AAPL, NVDA, AMZN, MA 13F-HR 8/14/2024, 10:02 AM
Q1 2024 420 $6.38B +$70.7M -$145M -$74.4M MSFT, AAPL, AMZN, NVDA, MA 13F-HR 5/15/2024, 09:43 AM
Q4 2023 432 $5.96B +$106M -$112M -$6.14M AAPL, MSFT, BX, MA, AMZN 13F-HR 2/14/2024, 09:57 AM
Q3 2023 437 $5.34B +$110M -$98.2M +$11.6M AAPL, MSFT, MA, UNH, BX 13F-HR 11/14/2023, 09:35 AM
Q2 2023 414 $5.45B +$78.3M -$52.1M +$26.3M AAPL, MSFT, MA, UNH, TMO 13F-HR 8/4/2023, 01:29 PM
Q1 2023 405 $5.02B +$109M -$152M -$43.1M AAPL, MSFT, TMO, MA, UNH 13F-HR 5/15/2023, 11:22 AM
Q4 2022 396 $4.77B +$96.2M -$91M +$5.22M AAPL, MSFT, UNH, TMO, MA 13F-HR 2/14/2023, 09:10 AM
Q3 2022 376 $4.43B +$260M -$49M +$211M AAPL, MSFT, UNH, TMO, AMZN 13F-HR 11/14/2022, 03:02 PM
Q2 2022 391 $4.74B +$220M -$149M +$70.9M AAPL, MSFT, UNH, TMO, MA 13F-HR 8/15/2022, 10:51 AM
Q1 2022 431 $5.65B +$107M -$126M -$18.6M AAPL, MSFT, BX, AMZN, TMO 13F-HR 5/16/2022, 10:07 AM
Q4 2021 418 $6.15B +$73.8M -$91.9M -$18.1M AAPL, MSFT, TMO, BX, AMZN 13F-HR 2/14/2022, 04:08 PM
Q3 2021 417 $5.52B +$117M -$110M +$6.89M AAPL, MSFT, AMZN, TMO, BX 13F-HR 11/15/2021, 01:39 PM
Q2 2021 423 $5.46B +$190M -$200M -$9.75M AAPL, MSFT, AMZN, TMO, MA 13F-HR 8/16/2021, 02:05 PM
Q1 2021 426 $5.05B +$295M -$138M +$158M AAPL, MSFT, AMZN, MA, TMO 13F-HR 5/17/2021, 03:25 PM
Q4 2020 418 $4.64B +$132M -$37.5M +$94M AAPL, MSFT, AMZN, MA, TMO 13F-HR 2/16/2021, 03:33 PM
Q3 2020 374 $4.08B +$269M -$58.8M +$210M AAPL, MSFT, AMZN, MA, TMO 13F-HR 11/16/2020, 11:23 AM
Q2 2020 375 $3.74B +$137M -$113M +$24M AAPL, MSFT, AMZN, MA, TMO 13F-HR 8/13/2020, 05:22 PM
Q1 2020 358 $3.03B +$153M -$64.4M +$88.2M MSFT, AAPL, AMZN, MA, TMO 13F-HR 5/14/2020, 04:52 PM
Q4 2019 401 $3.71B +$67.8M -$96.2M -$28.4M AAPL, MSFT, MA, TMO, AMZN 13F-HR 2/13/2020, 04:08 PM
Q3 2019 398 $3.41B +$247M -$63M +$184M MSFT, AAPL, MA, AMZN, HD 13F-HR 11/14/2019, 01:10 PM
Q2 2019 409 $3.29B +$122M -$55.7M +$66.6M MSFT, MA, AAPL, AMZN, TMO 13F-HR 8/13/2019, 04:05 PM
Q1 2019 406 $3.1B +$180M -$99.1M +$80.8M MA, MSFT, AAPL, AMZN, TMO 13F-HR 5/14/2019, 04:04 PM
Q4 2018 370 $2.65B +$121M -$96.9M +$23.7M MSFT, MA, UNH, AAPL, AMZN 13F-HR 2/13/2019, 08:27 AM
Q3 2018 424 $3.13B +$118M -$79.9M +$38M AAPL, AMZN, MA, MSFT, UNH 13F-HR 11/13/2018, 03:06 PM
Q2 2018 404 $2.93B +$240M -$35.4M +$204M AAPL, MA, MSFT, AMZN, UNH 13F-HR 8/14/2018, 02:45 PM
Q1 2018 349 $2.62B +$103M -$144M -$41.7M AAPL, MA, MSFT, AMZN, UNH 13F-HR 5/14/2018, 06:20 PM
Q4 2017 895 $2.69B +$26.6M -$96.6M -$70M AAPL, MA, MSFT, UNH, HD 13F-HR 2/13/2018, 03:23 PM
Q3 2017 886 $2.57B +$18.2M -$104M -$85.5M AAPL, MA, UNH, MSFT, HD 13F-HR 11/13/2017, 04:20 PM
Q2 2017 942 $2.59B +$51M -$98.7M -$47.7M AAPL, UNH, MA, MSFT, HD 13F-HR 8/11/2017, 04:17 PM
Q1 2017 957 $2.55B +$119M -$109M +$9.58M AAPL, MSFT, MA, UNH, HD 13F-HR 5/12/2017, 05:44 PM
Q4 2016 931 $2.41B +$130M -$162M -$32.3M UNH, AAPL, MSFT, AZO, MA 13F-HR 2/8/2017, 06:58 AM
Q3 2016 1,001 $2.41B +$139M -$77.6M +$61.2M AAPL, UNH, NXPI, MA, AZO 13F-HR 11/10/2016, 02:08 PM
Q2 2016 96 $5.89M VV, IGSB, MLPI, VMBS, PFF New Holdings 9/20/2016, 01:49 PM
Q2 2016 999 $2.27B +$100M -$91.8M +$8.4M UNH, AZO, AAPL, CB, TJX Restatement 9/20/2016, 01:48 PM
Q1 2016 922 $2.26B +$300M -$128M +$172M AAPL, AZO, UNH, TJX, MSFT 13F-HR 5/2/2016, 10:56 AM
Q4 2015 983 $2.15B +$270M -$130M +$140M AAPL, MA, HD, UNH, TJX 13F-HR 2/16/2016, 05:47 AM
Q3 2015 931 $2.09B +$151M -$63.5M +$87.8M AAPL, MA, UNH, TJX, NXPI 13F-HR 11/16/2015, 05:53 AM
Q2 2015 1,036 $2.22B +$130M -$69M +$61.3M AAPL, MA, UNH, NXPI, TJX 13F-HR 8/6/2015, 01:26 PM
Q1 2015 978 $2.18B +$247M -$68.1M +$179M AAPL, UNH, TJX, MA, NXPI 13F-HR 5/6/2015, 06:20 AM
Q4 2014 853 $2.01B +$77.4M -$98.2M -$20.8M AAPL, MA, TJX, UNH, NXPI 13F-HR 2/13/2015, 02:21 PM
Q3 2014 918 $2B +$118M -$37.7M +$79.9M AAPL, MA, TJX, SLB, AMT 13F-HR 11/13/2014, 03:56 PM
Q2 2014 990 $1.94B +$218M -$57.6M +$161M AAPL, SLB, MA, XOM, AMT 13F-HR 8/14/2014, 02:39 PM
Q1 2014 886 $1.78B +$149M -$186M -$37.6M AAPL, GOOGLXXXX, MA, TJX, XOM 13F-HR 5/14/2014, 06:30 PM
Q4 2013 829 $1.82B AAPL, MA, GOOGLXXXX, TJX, XOM 13F-HR 2/11/2014, 12:49 PM