Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

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DIS holding history

Walt Disney Co 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.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 34,706
Value: $3.34M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,706	$3.34M	<0.1%	−999−2.8%	Reduced	Holders
Q1 2026	35,705	$3.44M	0.1%	−1,855−4.9%	Reduced	Holders
Q4 2025	37,560	$4.27M	0.1%	−725−1.9%	Reduced	Holders
Q3 2025	38,285	$4.38M	0.1%	+565+1.5%	Added	Holders
Q2 2025	37,720	$4.68M	0.1%	−3,749−9.0%	Reduced	Holders
Q1 2025	41,469	$4.09M	0.1%	−1,696−3.9%	Reduced	Holders
Q4 2024	43,165	$4.81M	0.1%	−1,258−2.8%	Reduced	Holders
Q3 2024	44,423	$4.27M	0.1%	−1,468−3.2%	Reduced	Holders
Q2 2024	45,891	$4.56M	0.1%	−2,380−4.9%	Reduced	Holders
Q1 2024	48,271	$5.91M	0.1%	−1,892−3.8%	Reduced	Holders
Q4 2023	50,163	$4.53M	0.1%	−3,937−7.3%	Reduced	Holders
Q3 2023	54,100	$4.38M	0.1%	−5,575−9.3%	Reduced	Holders
Q2 2023	59,675	$5.33M	0.1%	−6,987−10.5%	Reduced	Holders
Q1 2023	66,662	$6.67M	0.1%	−21,695−24.6%	Reduced	Holders
Q4 2022	88,357	$7.68M	0.2%	−371,028−80.8%	Reduced	Holders
Q3 2022	459,385	$43.3M	1.0%	−12,359−2.6%	Reduced	Holders
Q2 2022	471,744	$44.5M	0.9%	−5,718−1.2%	Reduced	Holders
Q1 2022	477,462	$65.5M	1.2%	+7,984+1.7%	Added	Holders
Q4 2021	469,478	$72.7M	1.2%	+5,947+1.3%	Added	Holders
Q3 2021	463,531	$78.4M	1.4%	−1,180−0.3%	Reduced	Holders
Q2 2021	464,711	$81.7M	1.5%	+6,885+1.5%	Added	Holders
Q1 2021	457,826	$84.5M	1.7%	–	–	Holders

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