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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

J holding history

Jacobs Solutions Inc. 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
8,786
Value
$1.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of J by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,786$1.11M<0.1%00.0%UnchangedHolders
Q1 20268,786$1.12M<0.1%00.0%UnchangedHolders
Q4 20258,786$1.16M<0.1%00.0%UnchangedHolders
Q3 20258,786$1.32M<0.1%00.0%UnchangedHolders
Q2 20258,786$1.15M<0.1%−3,465−28.3%ReducedHolders
Q1 202512,251$1.48M<0.1%−225−1.8%ReducedHolders
Q4 202412,476$1.67M<0.1%00.0%UnchangedHolders
Q3 202412,476$1.63M<0.1%00.0%UnchangedHolders
Q2 202412,476$1.74M<0.1%−1,765−12.4%ReducedHolders
Q1 202414,241$2.19M<0.1%−484−3.3%ReducedHolders
Q4 202314,725$1.91M<0.1%−1,791−10.8%ReducedHolders
Q3 202316,516$2.25M<0.1%−40.0%ReducedHolders
Q2 202316,520$1.96M<0.1%−1,779−9.7%ReducedHolders
Q1 202318,299$2.15M<0.1%−800−4.2%ReducedHolders
Q4 202219,099$2.29M<0.1%−189−1.0%ReducedHolders
Q3 202219,288$2.09M<0.1%00.0%UnchangedHolders
Q2 202219,288$2.45M0.1%−2,451−11.3%ReducedHolders
Q1 202221,739$3.00M0.1%+26+0.1%AddedHolders
Q4 202121,713$3.02M<0.1%00.0%UnchangedHolders
Q3 202121,713$2.88M0.1%00.0%UnchangedHolders
Q2 202121,713$2.90M0.1%00.0%UnchangedHolders
Q1 202121,713$2.81M0.1%––Holders

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