Ownership history in Evercore Wealth Management, LLC · 65 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in HOME DEPOT INC COM (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 440,318 | -4,762 | -1.1% | 2.22% | $151.5M | $341.81 |
| 2025 Q3 | REDUCED | 445,080 | -5,662 | -1.3% | 2.65% | $180.3M | $399.91 |
| 2025 Q2 | REDUCED | 450,742 | -9,652 | -2.1% | 2.57% | $165.3M | $359.82 |
| 2025 Q1 | REDUCED | 460,394 | -7,399 | -1.6% | 2.71% | $168.7M | $357.45 |
| 2024 Q4 | REDUCED | 467,793 | -173 | -0.0% | 2.73% | $182.0M | $377.01 |
| 2024 Q3 | REDUCED | 467,966 | -5,918 | -1.2% | 2.84% | $189.6M | $390.66 |
| 2024 Q2 | REDUCED | 473,884 | -2,907 | -0.6% | 2.57% | $163.1M | $329.88 |
| 2024 Q1 | ADDED | 476,791 | +2,059 | +0.4% | 2.87% | $182.9M | $365.07 |
| 2023 Q4 | ADDED | 474,732 | +1,119 | +0.2% | 2.76% | $164.5M | $327.84 |
| 2023 Q3 | REDUCED | 473,613 | -1,004 | -0.2% | 2.68% | $143.1M | $283.94 |
As of 2025 Q4 — sorted by position size