Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & 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.

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

Shares (Q2 2026): 25,798
Value: $30.9M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of LLY by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,798	$30.9M	0.4%	−1,256−4.6%	Reduced	Holders
Q1 2026	27,054	$24.9M	0.4%	−7,792−22.4%	Reduced	Holders
Q4 2025	34,846	$37.4M	0.5%	+503+1.5%	Added	Holders
Q3 2025	34,343	$26.2M	0.4%	−1,604−4.5%	Reduced	Holders
Q2 2025	35,947	$28.0M	0.4%	−599−1.6%	Reduced	Holders
Q1 2025	36,546	$30.2M	0.5%	−653−1.8%	Reduced	Holders
Q4 2024	37,199	$28.7M	0.4%	−67−0.2%	Reduced	Holders
Q3 2024	37,266	$33.0M	0.5%	−3,220−8.0%	Reduced	Holders
Q2 2024	40,486	$36.7M	0.6%	−52−0.1%	Reduced	Holders
Q1 2024	40,538	$31.5M	0.5%	−5,469−11.9%	Reduced	Holders
Q4 2023	46,007	$26.8M	0.4%	−834−1.8%	Reduced	Holders
Q3 2023	46,841	$25.2M	0.5%	−748−1.6%	Reduced	Holders
Q2 2023	47,589	$22.3M	0.4%	−693−1.4%	Reduced	Holders
Q1 2023	48,282	$16.6M	0.3%	−1,167−2.4%	Reduced	Holders
Q4 2022	49,449	$18.1M	0.4%	−121−0.2%	Reduced	Holders
Q3 2022	49,570	$16.0M	0.4%	−75−0.2%	Reduced	Holders
Q2 2022	49,645	$16.1M	0.3%	−1,634−3.2%	Reduced	Holders
Q1 2022	51,279	$14.7M	0.3%	−1,327−2.5%	Reduced	Holders
Q4 2021	52,606	$14.5M	0.2%	−1,800−3.3%	Reduced	Holders
Q3 2021	54,406	$12.6M	0.2%	−1,860−3.3%	Reduced	Holders
Q2 2021	56,266	$12.9M	0.2%	−2,845−4.8%	Reduced	Holders
Q1 2021	59,111	$11.0M	0.2%	–	–	Holders

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