Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International 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.

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

Shares (Q2 2026): 24,836
Value: $4.49M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PM by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,836	$4.49M	0.1%	−84−0.3%	Reduced	Holders
Q1 2026	24,920	$4.12M	0.1%	−1,007−3.9%	Reduced	Holders
Q4 2025	25,927	$4.16M	0.1%	+75+0.3%	Added	Holders
Q3 2025	25,852	$4.19M	0.1%	+1,111+4.5%	Added	Holders
Q2 2025	24,741	$4.51M	0.1%	−56−0.2%	Reduced	Holders
Q1 2025	24,797	$3.94M	0.1%	−146−0.6%	Reduced	Holders
Q4 2024	24,943	$3.00M	<0.1%	+10.0%	Added	Holders
Q3 2024	24,942	$3.03M	<0.1%	−5,895−19.1%	Reduced	Holders
Q2 2024	30,837	$3.12M	<0.1%	−274−0.9%	Reduced	Holders
Q1 2024	31,111	$2.85M	<0.1%	−1,457−4.5%	Reduced	Holders
Q4 2023	32,568	$3.06M	0.1%	+179+0.6%	Added	Holders
Q3 2023	32,389	$3.00M	0.1%	−404−1.2%	Reduced	Holders
Q2 2023	32,793	$3.20M	0.1%	−2,236−6.4%	Reduced	Holders
Q1 2023	35,029	$3.41M	0.1%	−483−1.4%	Reduced	Holders
Q4 2022	35,512	$3.59M	0.1%	−525−1.5%	Reduced	Holders
Q3 2022	36,037	$2.99M	0.1%	−4,987−12.2%	Reduced	Holders
Q2 2022	41,024	$4.05M	0.1%	−700−1.7%	Reduced	Holders
Q1 2022	41,724	$3.92M	0.1%	+6,521+18.5%	Added	Holders
Q4 2021	35,203	$3.34M	0.1%	−1,025−2.8%	Reduced	Holders
Q3 2021	36,228	$3.43M	0.1%	−50.0%	Reduced	Holders
Q2 2021	36,233	$3.59M	0.1%	−1,598−4.2%	Reduced	Holders
Q1 2021	37,831	$3.36M	0.1%	–	–	Holders

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