Evercore Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$6.67B
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 $6.67B as of Q3 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and BX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 421 $6.38B +$70.7M -$145M -$74.4M MSFT, AAPL, AMZN, NVDA, MA 13F-HR 5/15/2024, 09:43 AM
Q4 2023 433 $5.96B +$106M -$112M -$6.14M AAPL, MSFT, BX, MA, AMZN 13F-HR 2/14/2024, 09:57 AM
Q3 2023 407 $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 -$55.8M +$22.6M AAPL, MSFT, MA, UNH, TMO 13F-HR 8/4/2023, 01:29 PM
Q1 2023 405 $5.02B +$109M -$157M -$48M AAPL, MSFT, TMO, MA, UNH 13F-HR 5/15/2023, 11:22 AM
Q4 2022 396 $4.77B +$96.2M -$97M -$836K AAPL, MSFT, UNH, TMO, MA 13F-HR 2/14/2023, 10:10 AM
Q3 2022 380 $4.43B +$260M -$86M +$174M AAPL, MSFT, UNH, TMO, AMZN 13F-HR 11/14/2022, 04:02 PM
Q2 2022 393 $4.74B +$220M -$164M +$55.7M AAPL, MSFT, UNH, TMO, MA 13F-HR 8/15/2022, 10:51 AM
Q1 2022 431 $5.65B +$107M -$135M -$28.2M AAPL, MSFT, BX, AMZN, TMO 13F-HR 5/16/2022, 10:07 AM
Q4 2021 424 $6.15B +$73.8M -$102M -$27.7M AAPL, MSFT, TMO, BX, AMZN 13F-HR 2/14/2022, 05:08 PM
Q3 2021 418 $5.52B +$117M -$110M +$6.89M AAPL, MSFT, AMZN, TMO, BX 13F-HR 11/15/2021, 01:39 PM
Q2 2021 425 $5.46B +$190M -$200M -$10.1M AAPL, MSFT, AMZN, TMO, MA 13F-HR 8/16/2021, 02:05 PM
Q1 2021 428 $5.05B +$295M -$138M +$157M AAPL, MSFT, AMZN, MA, TMO 13F-HR 5/17/2021, 03:25 PM
Q4 2020 419 $4.63B +$123M -$43.6M +$79.2M AAPL, MSFT, AMZN, MA, TMO 13F-HR 2/16/2021, 04:33 PM
Q3 2020 380 $4.09B +$269M -$64.1M +$204M AAPL, MSFT, AMZN, MA, TMO 13F-HR 11/16/2020, 12:23 PM
Q2 2020 375 $3.74B +$137M -$131M +$6.2M AAPL, MSFT, AMZN, MA, TMO 13F-HR 8/13/2020, 05:22 PM
Q1 2020 362 $3.03B +$153M -$194M -$40.9M MSFT, AAPL, AMZN, MA, TMO 13F-HR 5/14/2020, 04:52 PM
Q4 2019 403 $3.71B +$67.8M -$101M -$33.1M AAPL, MSFT, MA, TMO, AMZN 13F-HR 2/13/2020, 05:08 PM
Q3 2019 402 $3.41B +$247M -$186M +$61.5M MSFT, AAPL, MA, AMZN, HD 13F-HR 11/14/2019, 02:10 PM
Q2 2019 411 $3.29B +$122M -$65.4M +$56.9M MSFT, MA, AAPL, AMZN, TMO 13F-HR 8/13/2019, 04:05 PM
Q1 2019 408 $3.1B +$180M -$103M +$77M MA, MSFT, AAPL, AMZN, TMO 13F-HR 5/14/2019, 04:04 PM
Q4 2018 370 $2.65B +$121M -$123M -$1.9M MSFT, MA, UNH, AAPL, AMZN 13F-HR 2/13/2019, 09:27 AM
Q3 2018 424 $3.13B +$118M -$86.2M +$31.7M AAPL, AMZN, MA, MSFT, UNH 13F-HR 11/13/2018, 04:06 PM
Q2 2018 404 $2.93B +$240M -$40.6M +$199M AAPL, MA, MSFT, AMZN, UNH 13F-HR 8/14/2018, 02:45 PM
Q1 2018 349 $2.62B +$103M -$190M -$87.7M AAPL, MA, MSFT, AMZN, UNH 13F-HR 5/14/2018, 06:20 PM
Q4 2017 908 $2.69B +$26.5M -$99.2M -$72.7M AAPL, MA, MSFT, UNH, HD 13F-HR 2/13/2018, 04:23 PM
Q3 2017 906 $2.57B +$18.2M -$130M -$112M AAPL, MA, UNH, MSFT, HD 13F-HR 11/13/2017, 05:20 PM
Q2 2017 967 $2.58B +$49.7M -$104M -$54.6M AAPL, UNH, MA, MSFT, HD 13F-HR 8/11/2017, 04:17 PM
Q1 2017 988 $2.55B +$119M -$115M +$4.36M AAPL, MSFT, MA, UNH, HD 13F-HR 5/12/2017, 05:44 PM
Q4 2016 1,050 $2.41B +$123M -$171M -$47.8M UNH, AAPL, MSFT, AZO, MA 13F-HR 2/8/2017, 07:58 AM
Q3 2016 1,020 $2.42B +$139M -$84.5M +$54.3M AAPL, UNH, NXPI, MA, AZO 13F-HR 11/10/2016, 03:08 PM
Q2 2016 98 $5.89M $0 $0 VV, IGSB, MLPI, VMBS, PFF New Holdings 9/20/2016, 01:49 PM
Q2 2016 1,017 $2.27B +$100M -$97.8M +$2.41M UNH, AZO, AAPL, CB, TJX Restatement 9/20/2016, 01:48 PM
Q1 2016 939 $2.26B +$300M -$178M +$122M AAPL, AZO, UNH, TJX, MSFT 13F-HR 5/2/2016, 10:56 AM
Q4 2015 1,003 $2.15B +$270M -$259M +$11M AAPL, MA, HD, UNH, TJX 13F-HR 2/16/2016, 06:47 AM
Q3 2015 952 $2.09B +$151M -$98.5M +$52.8M AAPL, MA, UNH, TJX, NXPI 13F-HR 11/16/2015, 06:53 AM
Q2 2015 1,059 $2.22B +$130M -$81.6M +$48.7M AAPL, MA, UNH, NXPI, TJX 13F-HR 8/6/2015, 01:26 PM
Q1 2015 998 $2.18B +$247M -$95.8M +$151M AAPL, UNH, TJX, MA, NXPI 13F-HR 5/6/2015, 06:20 AM
Q4 2014 872 $2.01B +$77.4M -$158M -$80.6M AAPL, MA, TJX, UNH, NXPI 13F-HR 2/13/2015, 03:21 PM
Q3 2014 938 $2B +$107M -$40.1M +$67.2M AAPL, MA, TJX, SLB, AMT 13F-HR 11/13/2014, 04:56 PM
Q2 2014 1,007 $1.94B +$218M -$62.2M +$156M AAPL, SLB, MA, XOM, AMT 13F-HR 8/14/2014, 02:39 PM
Q1 2014 908 $1.78B +$150M -$192M -$41.5M AAPL, GOOGL, MA, TJX, XOM 13F-HR 5/14/2014, 06:30 PM
Q4 2013 842 $1.82B $0 $0 AAPL, MA, GOOGL, TJX, XOM 13F-HR 2/11/2014, 01:49 PM