Alphabet Inc.
BG ˙ BUL ˙ US02079K3059
SecurityBG:ABEA / Alphabet Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership714,008 shares
Latest Disclosed Value $ 205,320,198
Evercore Wealth Management, LLC reports 4.97% decrease in ownership of ABEA / Alphabet Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 714,008 shares of Alphabet Inc. (BG:ABEA) valued at $205,320,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 751,368 shares of Alphabet Inc.. This represents a change in shares of -4.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALPHABET CAP STK CL A 02079K305 714,008 -37,360 -4.97 205,320 -12.70 1.7418
2026-02-17 2025-12-31 13F ALPHABET CAP STK CL A 02079K305 751,368 -15,303 -2.00 235,178 26.18 3.4462
2025-11-14 2025-09-30 13F ALPHABET CAP STK CL A 02079K305 766,671 -15,023 -1.92 186,378 35.29 2.7349
2025-08-14 2025-06-30 13F ALPHABET CAP STK CL A 02079K305 781,694 -25,154 -3.12 137,758 10.41 2.1418
2025-05-15 2025-03-31 13F ALPHABET CAP STK CL A 02079K305 806,848 -12,853 -1.57 124,771 -19.59 2.0044
2025-02-14 2024-12-31 13F ALPHABET CAP STK CL A 02079K305 819,701 6,047 0.74 155,169 14.99 2.3242
2024-11-14 2024-09-30 13F ALPHABET CAP STK CL A 02079K305 813,654 -11,610 -1.41 134,945 -10.23 2.0240
2024-08-14 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 825,264 -10,946 -1.31 150,322 19.10 2.3661
2024-05-15 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 836,210 -5,322 -0.63 126,209 7.36 1.9784
2024-02-14 2023-12-31 13F ALPHABET CAP STK CL A 02079K305 841,532 919 0.11 117,554 6.86 1.9710
2023-11-14 2023-09-30 13F ALPHABET CAP STK CL A 02079K305 840,613 -7,886 -0.93 110,003 8.31 2.0594
2023-08-04 2023-06-30 13F ALPHABET CAP STK CL A 02079K305 848,499 -469 -0.06 101,565 15.33 1.8628
2023-05-15 2023-03-31 13F ALPHABET CAP STK CL A 02079K305 848,968 -24,692 -2.83 88,063 14.24 1.7556
2023-02-14 2022-12-31 13F ALPHABET CAP STK CL A 02079K305 873,660 3,396 0.39 77,083 -7.40 1.6154
2022-11-14 2022-09-30 13F ALPHABET CAP STK CL A 02079K305 870,264 826,987 1,910.92 83,241 -11.74 1.8777
2022-08-15 2022-06-30 13F ALPHABET CAP STK CL A 02079K305 43,277 -852 -1.93 94,312 -23.16 1.9885
2022-05-16 2022-03-31 13F ALPHABET CAP STK CL A 02079K305 44,129 420 0.96 122,738 -3.07 2.1705
2022-02-14 2021-12-31 13F ALPHABET CAP STK CL A 02079K305 43,709 -332 -0.75 126,626 7.54 2.0592
2021-11-15 2021-09-30 13F ALPHABET CAP STK CL A 02079K305 44,041 -503 -1.13 117,744 8.25 2.1313
2021-08-16 2021-06-30 13F ALPHABET CAP STK CL A 02079K305 44,544 -356 -0.79 108,767 17.45 1.9905
2021-05-17 2021-03-31 13F ALPHABET CAP STK CL A 02079K305 44,900 -229 -0.51 92,608 17.08 1.8347
2021-02-16 2020-12-31 13F ALPHABET CAP STK CL A 02079K305 45,129 101 0.22 79,095 19.86 1.7043
2020-11-16 2020-09-30 13F ALPHABET CAP STK CL A 02079K305 45,028 -71 -0.16 65,992 3.19 1.6148
2020-08-13 2020-06-30 13F ALPHABET CAP STK CL A 02079K305 45,099 1,070 2.43 63,953 25.01 1.7085
2020-05-14 2020-03-31 13F ALPHABET CAP STK CL A 02079K305 44,029 879 2.04 51,160 -11.48 1.6868
2020-02-13 2019-12-31 13F ALPHABET CAP STK CL A 02079K305 43,150 813 1.92 57,794 11.79 1.5566
2019-11-14 2019-09-30 13F ALPHABET CAP STK CL A 02079K305 42,337 620 1.49 51,699 14.45 1.5166
2019-08-13 2019-06-30 13F ALPHABET CAP STK CL A 02079K305 41,717 895 2.19 45,170 -5.98 1.3720
2019-05-14 2019-03-31 13F ALPHABET CAP STK CL A 02079K305 40,822 1,352 3.43 48,044 16.48 1.5474
2019-02-13 2018-12-31 13F ALPHABET CAP STK CL A 02079K305 39,470 243 0.62 41,245 -12.89 1.5578
2018-11-13 2018-09-30 13F ALPHABET CAP STK CL A 02079K305 39,227 219 0.56 47,349 7.50 1.5140
2018-08-14 2018-06-30 13F ALPHABET CAP STK CL A 02079K305 39,008 1,730 4.64 44,047 13.93 1.5053
2018-05-14 2018-03-31 13F ALPHABET CAP STK CL A 02079K305 37,278 -1,981 -5.05 38,663 -6.51 1.4767
2018-02-13 2017-12-31 13F ALPHABET CAP STK CL A 02079K305 39,259 -331 -0.84 41,355 7.28 1.5377
2017-11-13 2017-09-30 13F ALPHABET CAP STK CL A 02079K305 39,590 -1,328 -3.25 38,550 1.34 1.5013
2017-08-11 2017-06-30 13F ALPHABET CAP STK CL A 02079K305 40,918 -1,746 -4.09 38,040 5.17 1.4690
2017-05-12 2017-03-31 13F ALPHABET CAP STK CL A 02079K305 42,664 -457 -1.06 36,171 5.85 1.4155
2017-02-08 2016-12-31 13F ALPHABET CAP STK CL A 02079K305 43,121 -560 -1.28 34,171 -2.71 1.4160
2016-11-10 2016-09-30 13F ALPHABET CAP STK CL A 02079K305 43,681 -70 -0.16 35,122 14.11 1.4532
2016-09-20 2016-06-30 13F/A-1 ALPHABET CAP STK CL A 02079K305 43,751 -776 -1.74 30,780 -9.39 1.3604
2016-08-01 2016-06-30 13F ALPHABET CAP STK CL A 02079K305 43,343 30,494
2016-05-02 2016-03-31 13F ALPHABET CAP STK CL A 02079K305 44,527 2,585 6.16 33,969 4.10 1.5009
2016-02-16 2015-12-31 13F ALPHABET CAP STK CL A 02079K305 41,942 456 1.10 32,632 23.09 1.5147
2015-11-16 2015-09-30 13F GOOGLE CL A 38259P508 41,486 1,490 3.73 26,510 22.51 1.2664
2015-08-06 2015-06-30 13F GOOGLE CL A 38259P508 39,996 2,289 6.07 21,639 3.44 0.9765
2015-05-06 2015-03-31 13F GOOGLE CL A 38259P508 37,707 1,235 3.39 20,920 7.94 0.9604
2015-02-13 2014-12-31 13F GOOGLE CL A 38259P508 36,472 86 0.24 19,381 -9.62 0.9661
2014-11-13 2014-09-30 13F GOOGLE CL A 38259P508 36,386 103 0.28 21,443 1.02 1.0743
2014-08-14 2014-06-30 13F GOOGLE CL A 38259P508 36,283 474 1.32 21,227 -46.82 1.0945
2014-05-15 2014-03-31 13F GOOGLE CL A 38259P508 35,809 -2,484 -6.49 39,917 -6.94 2.2384
2014-02-11 2013-12-31 13F GOOGLE CL A 38259P508 38,293 -2,188 -5.41 42,892 20.85 2.3572
2013-11-13 2013-09-30 13F GOOGLE CL A 38259P508 40,481 -2,421 -5.64 35,493 -6.04 2.0331
2013-08-14 2013-06-30 13F GOOGLE CL A 38259P508 42,902 42,902 37,774 2.1379
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.