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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

AMT holding history

American Tower Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
185,707
Value
$30.4M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AMT by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026185,707$30.4M0.4%−160,443−46.4%ReducedHolders
Q1 2026346,150$59.7M0.9%−11,366−3.2%ReducedHolders
Q4 2025357,516$62.8M0.9%−39,284−9.9%ReducedHolders
Q3 2025396,800$76.3M1.1%−8,752−2.2%ReducedHolders
Q2 2025405,552$89.6M1.4%−31,645−7.2%ReducedHolders
Q1 2025437,197$95.1M1.5%−16,173−3.6%ReducedHolders
Q4 2024453,370$83.2M1.2%+4,600+1.0%AddedHolders
Q3 2024448,770$104.4M1.6%−9,765−2.1%ReducedHolders
Q2 2024458,535$89.1M1.4%−33,858−6.9%ReducedHolders
Q1 2024492,393$97.3M1.5%−3,579−0.7%ReducedHolders
Q4 2023495,972$107.1M1.8%+6,987+1.4%AddedHolders
Q3 2023488,985$80.4M1.5%−376−0.1%ReducedHolders
Q2 2023489,361$94.9M1.7%+3,750+0.8%AddedHolders
Q1 2023485,611$99.2M2.0%+22,040+4.8%AddedHolders
Q4 2022463,571$98.2M2.1%+3,330+0.7%AddedHolders
Q3 2022460,241$98.8M2.2%+495+0.1%AddedHolders
Q2 2022459,746$117.5M2.5%−24,609−5.1%ReducedHolders
Q1 2022484,355$121.7M2.2%+22,380+4.8%AddedHolders
Q4 2021461,975$135.1M2.2%+5,117+1.1%AddedHolders
Q3 2021456,858$121.3M2.2%−4,642−1.0%ReducedHolders
Q2 2021461,500$124.7M2.3%−2,312−0.5%ReducedHolders
Q1 2021463,812$110.9M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.