SEC 13F Intelligence

Evercore Wealth Management, LLC / WMB

Evercore Wealth Management, LLC’s Williams Cos Inc Position

Does Evercore Wealth Management, LLC own Williams Cos Inc (WMB)? Yes — 2.37M shares worth $173M (+2.71% of its 13F portfolio) as of Q1 2026, down from 2.46M shares the prior filed quarter.

Position Value
$173M
Q1 2026
Shares
2.37M
% of Portfolio
+2.71%
Quarters Held
27
currently held

Position History WMB

Reported value by quarter
Q4 ’18: $318,000Q4 ’18Q1 ’19: $404,000Q2 ’19: $366,000Q3 ’19: $316,000Q4 ’19: $282,000Q4 ’19Q4 ’20: $267,000Q1 ’21: $53MQ2 ’21: $64MQ3 ’21: $65MQ3 ’21Q4 ’21: $66MQ1 ’22: $87MQ2 ’22: $82MQ3 ’22: $76MQ3 ’22Q4 ’22: $89MQ1 ’23: $82MQ2 ’23: $91MQ3 ’23: $94MQ3 ’23Q4 ’23: $98MQ1 ’24: $111MQ2 ’24: $121MQ3 ’24: $127MQ3 ’24Q4 ’24: $149MQ1 ’25: $161MQ2 ’25: $159MQ3 ’25: $158MQ3 ’25Q4 ’25: $148MQ1 ’26: $173Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.37M$173M+2.71%
Q4 20252.46M$148M+2.17%
Q3 20252.50M$158M+2.32%
Q2 20252.53M$159M+2.47%
Q1 20252.69M$161M+2.58%
Q4 20242.76M$149M+2.24%
Q3 20242.78M$127M+1.91%
Q2 20242.84M$121M+1.90%
Q1 20242.86M$111M+1.75%
Q4 20232.81M$98M+1.64%
Q3 20232.79M$94M+1.76%
Q2 20232.78M$91M+1.66%
Q1 20232.74M$82M+1.63%
Q4 20222.70M$89M+1.86%
Q3 20222.67M$76M+1.72%
Q2 20222.64M$82M+1.74%
Q1 20222.61M$87M+1.54%
Q4 20212.54M$66M+1.08%
Q3 20212.49M$65M+1.17%
Q2 20212.43M$64M+1.18%
Q1 20212.22M$53M+1.04%
Q4 202013.3K$267,000+0.01%
Q4 201911.9K$282,000+0.01%
Q3 201913.1K$316,000+0.01%
Q2 201913.1K$366,000+0.01%
Q1 201914.1K$404,000+0.01%
Q4 201814.4K$318,000+0.01%

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 WMB.