Holdings
Evercore Wealth Management, LLC
As of Jun 30, 2026, Evercore Wealth Management, LLC reported 293 positions worth US$5.89B. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 1.48M | US$530M | −115K | Jun 30, 2026 |
| Nvidia Corporation | 2.15M | US$430M | −31,467 | Jun 30, 2026 |
| Apple Inc | 1.47M | US$427M | −29,408 | Jun 30, 2026 |
| Microsoft Corp. | 784K | US$292M | −651 | Jun 30, 2026 |
| Amazon.com, Inc. | 1.11M | US$266M | −8,215 | Jun 30, 2026 |
| Morgan Stanley | 1.09M | US$227M | −89,225 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 112K | US$223M | −21,916 | Jun 30, 2026 |
| Mastercard Incorporated | 390K | US$200M | −2,501 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 2.35M | US$175M | −22,678 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 520K | US$170M | −12,523 | Jun 30, 2026 |