StockDriftsStockDriftsTop 50 Evercore Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.09% | 2.15M | $430.5M | -1.44%(-31.47K) | $25.88(+773.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.04% | 1.47M | $426.8M | -1.95%(-29.41K) | $32.47(+840.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.14% | 783.5K | $292.3M | -0.08%(-651) | $46.46(+946.31%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.08% | 815.3K | $288.1M | -8.13%(-72.12K) | $34.24(+900.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.76% | 1.11M | $265.5M | -0.73%(-8.21K) | $52.13(+403.66%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.43% | 678.0K | $242.3M | -5.05%(-36.06K) | $28.89(+1093.30%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 3.22% | 1.09M | $227.5M | -7.58%(-89.22K) | $47.50(+361.70%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 3.15% | 112.4K | $222.8M | -16.32%(-21.92K) | $385.87(+382.55%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.83% | 389.6K | $200.1M | -0.64%(-2.50K) | $40.71(+1292.53%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 2.47% | 2.35M | $174.5M | -0.96%(-22.68K) | $23.42(+217.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.21% | +65.16% | +10.58% | +65.31% |
| Top 20 Holdings Unweighted | +18.83% | +67.81% | +10.65% | +65.90% |
Evercore Wealth Management LLC reports $7.07B in US-listed equity holdings across 433 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.1%), AAPL (6.0%) and MSFT (4.1%). The top 20 holdings account for 59.58% of reported assets. Its disclosed equity book has returned +65.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evercore Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482689). View Evercore Wealth Management LLC’s 13F filings on SEC