Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MDT holding history

Medtronic plc 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.

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

Shares (Q2 2026): 26,039
Value: $2.04M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDT by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,039	$2.04M	<0.1%	+316+1.2%	Added	Holders
Q1 2026	25,723	$2.23M	<0.1%	−61−0.2%	Reduced	Holders
Q4 2025	25,784	$2.48M	<0.1%	−100.0%	Reduced	Holders
Q3 2025	25,794	$2.46M	<0.1%	−1,285−4.7%	Reduced	Holders
Q2 2025	27,079	$2.36M	<0.1%	+1,558+6.1%	Added	Holders
Q1 2025	25,521	$2.29M	<0.1%	−930−3.5%	Reduced	Holders
Q4 2024	26,451	$2.11M	<0.1%	−410−1.5%	Reduced	Holders
Q3 2024	26,861	$2.42M	<0.1%	+160+0.6%	Added	Holders
Q2 2024	26,701	$2.10M	<0.1%	+285+1.1%	Added	Holders
Q1 2024	26,416	$2.30M	<0.1%	−153−0.6%	Reduced	Holders
Q4 2023	26,569	$2.19M	<0.1%	−1,159−4.2%	Reduced	Holders
Q3 2023	27,728	$2.17M	<0.1%	−4,442−13.8%	Reduced	Holders
Q2 2023	32,170	$2.83M	0.1%	+654+2.1%	Added	Holders
Q1 2023	31,516	$2.54M	0.1%	+302+1.0%	Added	Holders
Q4 2022	31,214	$2.43M	0.1%	−2,968−8.7%	Reduced	Holders
Q3 2022	34,182	$2.76M	0.1%	+735+2.2%	Added	Holders
Q2 2022	33,447	$3.00M	0.1%	−557−1.6%	Reduced	Holders
Q1 2022	34,004	$3.77M	0.1%	−2,574−7.0%	Reduced	Holders
Q4 2021	36,578	$3.78M	0.1%	+1,155+3.3%	Added	Holders
Q3 2021	35,423	$4.44M	0.1%	00.0%	Unchanged	Holders
Q2 2021	35,423	$4.40M	0.1%	−470−1.3%	Reduced	Holders
Q1 2021	35,893	$4.24M	0.1%	–	–	Holders

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