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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

TMO holding history

Thermo Fisher Scientific 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.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
265,163
Value
$132.9M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of TMO by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265,163$132.9M1.9%−1,590−0.6%ReducedHolders
Q1 2026266,753$131.1M2.1%−8,002−2.9%ReducedHolders
Q4 2025274,755$159.2M2.3%−5,543−2.0%ReducedHolders
Q3 2025280,298$136.0M2.0%−3,904−1.4%ReducedHolders
Q2 2025284,202$115.2M1.8%−5,492−1.9%ReducedHolders
Q1 2025289,694$144.2M2.3%−8,389−2.8%ReducedHolders
Q4 2024298,083$155.1M2.3%−911−0.3%ReducedHolders
Q3 2024298,994$184.9M2.8%−3,333−1.1%ReducedHolders
Q2 2024302,327$167.2M2.6%−3,317−1.1%ReducedHolders
Q1 2024305,644$177.6M2.8%+913+0.3%AddedHolders
Q4 2023304,731$161.7M2.7%−1,483−0.5%ReducedHolders
Q3 2023306,214$155.0M2.9%−1,411−0.5%ReducedHolders
Q2 2023307,625$160.5M2.9%+409+0.1%AddedHolders
Q1 2023307,216$177.1M3.5%−2,373−0.8%ReducedHolders
Q4 2022309,589$170.5M3.6%+689+0.2%AddedHolders
Q3 2022308,900$156.7M3.5%−1520.0%ReducedHolders
Q2 2022309,052$167.9M3.5%−19,420−5.9%ReducedHolders
Q1 2022328,472$194.0M3.4%+90.0%AddedHolders
Q4 2021328,463$219.2M3.6%−2,504−0.8%ReducedHolders
Q3 2021330,967$189.1M3.4%−6,927−2.1%ReducedHolders
Q2 2021337,894$170.5M3.1%+2,046+0.6%AddedHolders
Q1 2021335,848$153.3M3.0%––Holders

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