Evercore Wealth Management’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564K	Hold	4,000	–	–	0.01%	264
2025 Q4	$511K	Sell	4,000 -2	-0%	-$229	0.01%	286
2025 Q3	$453K	Hold	4,002	–	–	0.01%	306
2025 Q2	$351K	Hold	4,002	–	–	0.01%	323
2025 Q1	$282K	Sell	4,002 -127	-3%	-$9.61K	﹤0.01%	347
2024 Q4	$270K	Buy	+4,129	New	+$225K	﹤0.01%	352
2023 Q3	–	Sell	-8,115	Closed	-$347K	–	425
2023 Q2	$347K	Hold	8,115	–	–	0.01%	312
2023 Q1	$350K	Hold	8,115	–	–	0.01%	305
2022 Q4	$309K	Hold	8,115	–	–	0.01%	319
2022 Q3	$231K	Hold	8,115	–	–	0.01%	353
2022 Q2	$248K	Buy	8,115 +66	+0.8%	+$2.16K	0.01%	346
2022 Q1	$299K	Hold	8,049	–	–	0.01%	353
2021 Q4	$327K	Hold	8,049	–	–	0.01%	341
2021 Q3	$298K	Hold	8,049	–	–	0.01%	365
2021 Q2	$350K	Sell	8,049 -42	-0.5%	-$1.87K	0.01%	340
2021 Q1	$333K	Hold	8,091	–	–	0.01%	350
2020 Q4	$251K	Buy	+8,091	New	+$205K	0.01%	389
2020 Q2	–	Sell	-31,409	Closed	-$407K	–	382
2020 Q1	$407K	Sell	31,409 -949	-3%	-$22.2K	0.01%	261
2019 Q4	$873K	Sell	32,358 -6,888	-18%	-$180K	0.02%	220
2019 Q3	$1.02M	Buy	39,246 +25,780	+191%	+$679K	0.03%	201
2019 Q2	$428K	Sell	13,466 -42	-0.3%	-$1.31K	0.01%	291
2019 Q1	$439K	Buy	13,508 +72	+0.5%	+$2.52K	0.01%	285
2018 Q4	$453K	Buy	13,436 +251	+2%	+$10.1K	0.02%	257
2018 Q3	$663K	Buy	13,185 +49	+0.4%	+$2.4K	0.02%	248
2018 Q2	$614K	Buy	13,136 +2,810	+27%	+$135K	0.02%	250
2018 Q1	$543K	Hold	10,326	–	–	0.02%	237
2017 Q4	$456K	Buy	10,326 +1,173	+13%	+$48.4K	0.02%	264
2017 Q3	$369K	Hold	9,153	–	–	0.01%	287
2017 Q2	$433K	Sell	9,153 -4,875	-35%	-$214K	0.02%	272
2017 Q1	$580K	Buy	14,028 +5,268	+60%	+$199K	0.02%	245
2016 Q4	$307K	Sell	8,760 -43	-0.5%	-$1.57K	0.01%	308
2016 Q3	$322K	Hold	8,803	–	–	0.01%	302
2016 Q2	$358K	Sell	8,803 -153	-2%	-$6.03K	0.02%	284
2016 Q1	$359K	Sell	8,956 -65	-0.7%	-$2.35K	0.02%	285
2015 Q4	$295K	Buy	9,021 +4,321	+92%	+$134K	0.01%	316
2015 Q3	$137K	Hold	4,700	–	–	0.01%	444
2015 Q2	$161K	Hold	4,700	–	–	0.01%	460
2015 Q1	$194K	Hold	4,700	–	–	0.01%	418
2014 Q4	$177K	Hold	4,700	–	–	0.01%	379
2014 Q3	$168K	Buy	4,700 +3,327	+242%	+$119K	0.01%	428
2014 Q2	$46K	Buy	1,373 +546	+66%	+$23.4K	﹤0.01%	624
2014 Q1	$41K	Buy	827 +261	+46%	+$13K	﹤0.01%	624
2013 Q4	$32K	Sell	566 -3,881	-87%	-$210K	﹤0.01%	620
2013 Q3	$243K	Buy	4,447 +397	+10%	+$21.9K	0.01%	379
2013 Q2	$231K	Buy	+4,050	New	+$228K	0.01%	381

Other funds holding TPR

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Evercore Wealth Management held its Tapestry (TPR) position steady in Q1 2026 at 4,000 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #264.

Evercore Wealth Management first reported a position in TPR in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.02M in Q3 2019. 1,078 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

Evercore Wealth Management held 4,000 shares of Tapestry worth $564K as of Q1 2026.
Evercore Wealth Management left its Tapestry share count unchanged in Q1 2026.
Tapestry made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #264 holding.
Evercore Wealth Management first reported a position in Tapestry in Q2 2013 and has held it in 45 quarters since.
Evercore Wealth Management's Tapestry position peaked at $1.02M in Q3 2019.
1,078 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

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