Evercore Wealth Management’s Idexx Laboratories IDXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.79M	Hold	4,974	–	–	0.04%	133
2025 Q4	$3.37M	Sell	4,974 -50	-1%	-$34.1K	0.05%	126
2025 Q3	$3.21M	Sell	5,024 -420	-8%	-$255K	0.05%	126
2025 Q2	$2.92M	Sell	5,444 -500	-8%	-$239K	0.05%	130
2025 Q1	$2.5M	Sell	5,944 -7	-0.1%	-$3.04K	0.04%	142
2024 Q4	$2.46M	Sell	5,951 -4	-0.1%	-$1.75K	0.04%	143
2024 Q3	$3.01M	Hold	5,955	–	–	0.05%	130
2024 Q2	$2.9M	Sell	5,955 -137	-2%	-$68.8K	0.05%	133
2024 Q1	$3.29M	Buy	6,092 +212	+4%	+$116K	0.05%	125
2023 Q4	$3.26M	Buy	5,880 +700	+14%	+$329K	0.05%	123
2023 Q3	$2.27M	Sell	5,180 -357	-6%	-$178K	0.04%	140
2023 Q2	$2.78M	Hold	5,537	–	–	0.05%	133
2023 Q1	$2.77M	Sell	5,537 -1,278	-19%	-$612K	0.06%	129
2022 Q4	$2.78M	Buy	6,815 +600	+10%	+$233K	0.06%	126
2022 Q3	$2.02M	Sell	6,215 -208	-3%	-$76.4K	0.05%	143
2022 Q2	$2.25M	Sell	6,423 -24,741	-79%	-$10.1M	0.05%	139
2022 Q1	$17M	Sell	31,164 -1	-0%	-$526	0.3%	54
2021 Q4	$20.5M	Sell	31,165 -1,400	-4%	-$879K	0.33%	52
2021 Q3	$20.3M	Sell	32,565 -825	-2%	-$554K	0.37%	49
2021 Q2	$21.1M	Sell	33,390 -254	-0.8%	-$140K	0.39%	45
2021 Q1	$16.5M	Sell	33,644 -1,499	-4%	-$751K	0.33%	53
2020 Q4	$17.6M	Sell	35,143 -3,291	-9%	-$1.47M	0.38%	49
2020 Q3	$15.1M	Sell	38,434 -3,382	-8%	-$1.25M	0.37%	50
2020 Q2	$13.8M	Sell	41,816 -2,979	-7%	-$863K	0.37%	52
2020 Q1	$10.9M	Sell	44,795 -3,089	-6%	-$806K	0.36%	52
2019 Q4	$12.5M	Buy	47,884 +957	+2%	+$252K	0.34%	54
2019 Q3	$12.8M	Sell	46,927 -1,752	-4%	-$488K	0.37%	56
2019 Q2	$13.4M	Sell	48,679 -1,024	-2%	-$252K	0.41%	54
2019 Q1	$11.1M	Sell	49,703 -262	-0.5%	-$54.1K	0.36%	57
2018 Q4	$9.29M	Sell	49,965 -1,873	-4%	-$384K	0.35%	59
2018 Q3	$12.9M	Sell	51,838 -1,812	-3%	-$440K	0.41%	55
2018 Q2	$11.7M	Sell	53,650 -2,663	-5%	-$549K	0.4%	56
2018 Q1	$10.8M	Sell	56,313 -3,661	-6%	-$676K	0.41%	56
2017 Q4	$9.38M	Sell	59,974 -3,488	-5%	-$549K	0.35%	57
2017 Q3	$9.87M	Sell	63,462 -1,010	-2%	-$160K	0.38%	54
2017 Q2	$10.4M	Sell	64,472 -4,970	-7%	-$807K	0.4%	56
2017 Q1	$10.7M	Sell	69,442 -900	-1%	-$124K	0.42%	56
2016 Q4	$8.25M	Sell	70,342 -1,913	-3%	-$218K	0.34%	62
2016 Q3	$8.14M	Sell	72,255 -1,255	-2%	-$132K	0.34%	62
2016 Q2	$6.83M	Sell	73,510 -500	-0.7%	-$42.9K	0.3%	69
2016 Q1	$5.8M	Sell	74,010 -1,000	-1%	-$72K	0.26%	78
2015 Q4	$5.47M	Sell	75,010 -1,000	-1%	-$71.3K	0.25%	82
2015 Q3	$5.64M	Sell	76,010 -1,000	-1%	-$71.6K	0.27%	81
2015 Q2	$4.94M	Buy	77,010 +4,000	+5%	+$277K	0.22%	92
2015 Q1	$5.64M	Sell	73,010 -2,400	-3%	-$187K	0.26%	88
2014 Q4	$5.59M	Sell	75,410 -3,000	-4%	-$210K	0.28%	81
2014 Q3	$4.62M	Hold	78,410	–	–	0.23%	94
2014 Q2	$5.24M	Sell	78,410 -1,000	-1%	-$63.6K	0.27%	86
2014 Q1	$4.82M	Sell	79,410 -1,500	-2%	-$89.4K	0.27%	89
2013 Q4	$4.3M	Sell	80,910 -6,600	-8%	-$347K	0.24%	100
2013 Q3	$4.36M	Sell	87,510 -3,964	-4%	-$191K	0.25%	105
2013 Q2	$4.1M	Buy	+91,474	New	+$4M	0.23%	110

Other funds holding IDXX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evercore Wealth Management held its Idexx Laboratories (IDXX) position steady in Q1 2026 at 4,974 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #133.

Evercore Wealth Management first reported a position in IDXX in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.1M in Q2 2021. 1,312 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

Evercore Wealth Management held 4,974 shares of Idexx Laboratories worth $2.79M as of Q1 2026.
Evercore Wealth Management left its Idexx Laboratories share count unchanged in Q1 2026.
Idexx Laboratories made up 0.04% of Evercore Wealth Management's portfolio in Q1 2026, its #133 holding.
Evercore Wealth Management first reported a position in Idexx Laboratories in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Idexx Laboratories position peaked at $21.1M in Q2 2021.
1,312 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

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