Evercore Wealth Management’s Fermi Inc FRMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$385K Buy
42,000
+2,000
+5% +$12.6K 0.01% 317
2026
Q1
$234K Buy
40,000
+25,000
+167% +$219K ﹤0.01% 367
2025
Q4
$120K Buy
+15,000
New +$293K ﹤0.01% 409

Other funds holding FRMI

Evercore Wealth Management's FRMI Position: Q2 2026 in Review

Evercore Wealth Management increased its Fermi Inc (FRMI) stake by 5% in Q2 2026, buying an estimated $12.6K and bringing the position to 42,000 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #317.

Evercore Wealth Management first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Evercore Wealth Management held 42,000 shares of Fermi Inc worth $385K as of Q2 2026.
  • Evercore Wealth Management bought 2,000 Fermi Inc shares in Q2 2026, an estimated $12.6K.
  • Fermi Inc made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Evercore Wealth Management first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.