SEC 13F Intelligence

Evercore Wealth Management, LLC / MA

Evercore Wealth Management, LLC’s Mastercard Incorporated Position

Does Evercore Wealth Management, LLC own Mastercard Incorporated (MA)? Yes — 392.1K shares worth $196M (+3.08% of its 13F portfolio) as of Q1 2026, down from 399.2K shares the prior filed quarter.

Position Value
$196M
Q1 2026
Shares
392.1K
% of Portfolio
+3.08%
Quarters Held
30
currently held

Position History MA

Reported value by quarter
Q4 ’18: $95MQ4 ’18Q1 ’19: $119MQ2 ’19: $130MQ3 ’19: $132MQ4 ’19: $143MQ4 ’19Q1 ’20: $115MQ2 ’20: $138MQ3 ’20: $157MQ4 ’20: $166MQ4 ’20Q1 ’21: $164MQ2 ’21: $168MQ3 ’21: $159MQ4 ’21: $165MQ4 ’21Q1 ’22: $168MQ2 ’22: $146MQ3 ’22: $131MQ4 ’22: $160MQ4 ’22Q1 ’23: $165MQ2 ’23: $179MQ3 ’23: $179MQ4 ’23: $192MQ4 ’23Q1 ’24: $216MQ2 ’24: $196MQ3 ’24: $217MQ4 ’24: $230MQ4 ’24Q1 ’25: $231MQ2 ’25: $232MQ3 ’25: $231MQ4 ’25: $228MQ4 ’25Q1 ’26: $196Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026392.1K$196M+3.08%
Q4 2025399.2K$228M+3.34%
Q3 2025405.5K$231M+3.38%
Q2 2025412.4K$232M+3.60%
Q1 2025421.1K$231M+3.71%
Q4 2024436.9K$230M+3.45%
Q3 2024438.8K$217M+3.25%
Q2 2024443.2K$196M+3.08%
Q1 2024448.7K$216M+3.39%
Q4 2023450.6K$192M+3.22%
Q3 2023451.6K$179M+3.35%
Q2 2023454.9K$179M+3.28%
Q1 2023454.7K$165M+3.29%
Q4 2022460.2K$160M+3.35%
Q3 2022462.3K$131M+2.97%
Q2 2022461.4K$146M+3.07%
Q1 2022469.2K$168M+2.97%
Q4 2021459.1K$165M+2.68%
Q3 2021456.4K$159M+2.87%
Q2 2021459.2K$168M+3.07%
Q1 2021460.6K$164M+3.25%
Q4 2020464.2K$166M+3.57%
Q3 2020464.5K$157M+3.84%
Q2 2020467.8K$138M+3.70%
Q1 2020474.7K$115M+3.78%
Q4 2019479.3K$143M+3.85%
Q3 2019485.7K$132M+3.87%
Q2 2019491.4K$130M+3.95%
Q1 2019505.2K$119M+3.83%
Q4 2018502.9K$95M+3.58%

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 MA.