Evercore Wealth Management’s W.W. Grainger GWW Stock Holding History

Evercore Wealth Management’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Hold	473	–	–	0.01%	278
2025 Q4	$477K	Sell	473 -108	-19%	-$105K	0.01%	291
2025 Q3	$554K	Sell	581 -100	-15%	-$100K	0.01%	278
2025 Q2	$708K	Hold	681	–	–	0.01%	245
2025 Q1	$673K	Sell	681 -50	-7%	-$51.7K	0.01%	251
2024 Q4	$771K	Buy	731 +50	+7%	+$56.3K	0.01%	235
2024 Q3	$707K	Sell	681 -10	-1%	-$9.68K	0.01%	248
2024 Q2	$623K	Sell	691 -2	-0.3%	-$1.88K	0.01%	260
2024 Q1	$705K	Buy	693 +9	+1%	+$8.39K	0.01%	248
2023 Q4	$567K	Buy	684 +3	+0.4%	+$2.31K	0.01%	267
2023 Q3	$471K	Hold	681	–	–	0.01%	279
2023 Q2	$537K	Hold	681	–	–	0.01%	273
2023 Q1	$469K	Hold	681	–	–	0.01%	281
2022 Q4	$379K	Hold	681	–	–	0.01%	298
2022 Q3	$333K	Hold	681	–	–	0.01%	303
2022 Q2	$310K	Hold	681	–	–	0.01%	316
2022 Q1	$351K	Sell	681 -58	-8%	-$28.5K	0.01%	325
2021 Q4	$383K	Sell	739 -100	-12%	-$47.2K	0.01%	318
2021 Q3	$330K	Hold	839	–	–	0.01%	344
2021 Q2	$368K	Hold	839	–	–	0.01%	334
2021 Q1	$336K	Hold	839	–	–	0.01%	347
2020 Q4	$342K	Sell	839 -3	-0.4%	-$1.18K	0.01%	340
2020 Q3	$301K	Sell	842 -56	-6%	-$19.3K	0.01%	315
2020 Q2	$282K	Buy	898 +8	+0.9%	+$2.31K	0.01%	312
2020 Q1	$221K	Sell	890 -343	-28%	-$101K	0.01%	331
2019 Q4	$417K	Hold	1,233	–	–	0.01%	304
2019 Q3	$367K	Buy	1,233 +96	+8%	+$26.7K	0.01%	304
2019 Q2	$305K	Buy	1,137 +414	+57%	+$116K	0.01%	338
2019 Q1	$218K	Buy	+723	New	+$215K	0.01%	387
2018 Q4	–	Sell	-647	Closed	-$231K	–	389
2018 Q3	$231K	Sell	647 -39	-6%	-$13.4K	0.01%	378
2018 Q2	$211K	Buy	+686	New	+$205K	0.01%	384
2018 Q1	–	Sell	-686	Closed	-$162K	–	525
2017 Q4	$162K	Hold	686	–	–	0.01%	392
2017 Q3	$123K	Hold	686	–	–	﹤0.01%	426
2017 Q2	$124K	Sell	686 -264	-28%	-$49.8K	﹤0.01%	428
2017 Q1	$221K	Sell	950 -47	-5%	-$11.6K	0.01%	348
2016 Q4	$232K	Buy	997 +136	+16%	+$30.3K	0.01%	339
2016 Q3	$193K	Hold	861	–	–	0.01%	382
2016 Q2	$195K	Buy	861 +36	+4%	+$8.2K	0.01%	367
2016 Q1	$193K	Buy	825 +50	+6%	+$10.5K	0.01%	360
2015 Q4	$157K	Sell	775 -145	-16%	-$29.8K	0.01%	415
2015 Q3	$198K	Hold	920	–	–	0.01%	381
2015 Q2	$218K	Sell	920 -125	-12%	-$30.3K	0.01%	404
2015 Q1	$246K	Buy	1,045 +150	+17%	+$35.8K	0.01%	380
2014 Q4	$228K	Sell	895 -220	-20%	-$54.3K	0.01%	341
2014 Q3	$282K	Sell	1,115 -100	-8%	-$24.5K	0.01%	344
2014 Q2	$309K	Buy	1,215 +42	+4%	+$10.7K	0.02%	336
2014 Q1	$297K	Buy	1,173 +253	+28%	+$63.1K	0.02%	325
2013 Q4	$235K	Hold	920	–	–	0.01%	347
2013 Q3	$241K	Hold	920	–	–	0.01%	380
2013 Q2	$233K	Buy	+920	New	+$228K	0.01%	380

Other funds holding GWW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Evercore Wealth Management's GWW Position: Q1 2026 in Review

Evercore Wealth Management held its W.W. Grainger (GWW) position steady in Q1 2026 at 473 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #278.

Evercore Wealth Management first reported a position in GWW in Q2 2013 and has held it in 50 quarters since. The position peaked at $771K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold GWW as of Q1 2026.

Evercore Wealth Management held 473 shares of W.W. Grainger worth $516K as of Q1 2026.
Evercore Wealth Management left its W.W. Grainger share count unchanged in Q1 2026.
W.W. Grainger made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #278 holding.
Evercore Wealth Management first reported a position in W.W. Grainger in Q2 2013 and has held it in 50 quarters since.
Evercore Wealth Management's W.W. Grainger position peaked at $771K in Q4 2024.
1,264 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.