Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evercore Wealth Management, LLC (CIK 1482689) reported $6.36B across 403 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($381.8M, 6.00%), NVDA ($380.7M, 5.99%), MSFT ($290.3M, 4.56%), GOOG ($254.6M, 4.00%), AMZN ($233.7M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $381.8M | 6.00% | 1.5M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $380.7M | 5.99% | 2.2M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $290.3M | 4.56% | 784,201 | Trimmed |
| 4 | GOOG | ALPHABET INC | $254.6M | 4.00% | 887,425 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $233.7M | 3.67% | 1.1M | Trimmed |
| 6 | GOOGL | ALPHABET INC | $205.3M | 3.23% | 714,008 | Trimmed |
| 7 | MA | MASTERCARD INCORPORATED | $195.9M | 3.08% | 392,062 | Trimmed |
| 8 | MS | MORGAN STANLEY | $193.8M | 3.05% | 1.2M | Trimmed |
| 9 | FIX | COMFORT SYS USA INC | $185.2M | 2.91% | 134,308 | Trimmed |
| 10 | AZO | AUTOZONE INC | $173.7M | 2.73% | 51,425 | Trimmed |
| 11 | WMB | WILLIAMS COS INC | $172.5M | 2.71% | 2.4M | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $156.5M | 2.46% | 532,133 | Trimmed |
| 13 | BX | BLACKSTONE INC | $154.7M | 2.43% | 1.3M | Added |
| 14 | HD | HOME DEPOT INC | $142.1M | 2.24% | 432,199 | Trimmed |
| 15 | CB | CHUBB LTD SWITZ | $137.1M | 2.16% | 420,570 | Trimmed |
| 16 | CBRE | CBRE GROUP INC | $133.7M | 2.10% | 987,081 | Trimmed |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $131.1M | 2.06% | 266,753 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.5M | 1.94% | 257,658 | Trimmed |
| 19 | VIK | VIKING HOLDINGS LTD | $122.9M | 1.93% | 1.7M | Added |
| 20 | BLK | BLACKROCK INC | $102.1M | 1.61% | 106,170 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $99.8M | 1.57% | 100,119 | Trimmed |
| 22 | DLN | WISDOMTREE TR | $93.5M | 1.47% | 1.0M | Added |
| 23 | UBER | UBER TECHNOLOGIES INC | $83.2M | 1.31% | 1.2M | Added |
| 24 | EOG | EOG RES INC | $79.4M | 1.25% | 549,203 | Trimmed |
| 25 | GNRC | GENERAC HLDGS INC | $75.4M | 1.19% | 386,149 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31