SEC 13F Intelligence

Evercore Wealth Management, LLC / BX

Evercore Wealth Management, LLC’s Blackstone Inc Position

Does Evercore Wealth Management, LLC own Blackstone Inc (BX)? Yes — 1.35M shares worth $155M (+2.43% of its 13F portfolio) as of Q1 2026, up from 1.32M shares the prior filed quarter.

Position Value
$155M
Q1 2026
Shares
1.35M
% of Portfolio
+2.43%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $83MQ3 ’19Q4 ’19: $99MQ1 ’20: $78MQ2 ’20: $97MQ3 ’20: $91MQ3 ’20Q4 ’20: $115MQ1 ’21: $133MQ2 ’21: $162MQ3 ’21: $188MQ3 ’21Q4 ’21: $204MQ1 ’22: $200MQ2 ’22: $143MQ3 ’22: $134MQ3 ’22Q4 ’22: $120MQ1 ’23: $143MQ2 ’23: $153MQ3 ’23: $171MQ3 ’23Q4 ’23: $208MQ1 ’24: $209MQ2 ’24: $193MQ3 ’24: $225MQ3 ’24Q4 ’24: $241MQ1 ’25: $190MQ2 ’25: $203MQ3 ’25: $228MQ3 ’25Q4 ’25: $203MQ1 ’26: $155Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.35M$155M+2.43%
Q4 20251.32M$203M+2.97%
Q3 20251.33M$228M+3.34%
Q2 20251.36M$203M+3.16%
Q1 20251.36M$190M+3.05%
Q4 20241.40M$241M+3.61%
Q3 20241.47M$225M+3.38%
Q2 20241.56M$193M+3.04%
Q1 20241.59M$209M+3.27%
Q4 20231.59M$208M+3.49%
Q3 20231.59M$171M+3.20%
Q2 20231.64M$153M+2.80%
Q1 20231.63M$143M+2.85%
Q4 20221.62M$120M+2.52%
Q3 20221.60M$134M+3.03%
Q2 20221.57M$143M+3.02%
Q1 20221.58M$200M+3.54%
Q4 20211.58M$204M+3.32%
Q3 20211.61M$188M+3.40%
Q2 20211.67M$162M+2.96%
Q1 20211.78M$133M+2.63%
Q4 20201.77M$115M+2.47%
Q3 20201.75M$91M+2.23%
Q2 20201.71M$97M+2.59%
Q1 20201.71M$78M+2.57%
Q4 20191.77M$99M+2.67%
Q3 20191.70M$83M+2.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of BX.