Evelyn Partners Investment Management Services LTD Incresed Positions in Q2 2025

Evelyn Partners Investment Management Services LTD

  • $751 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
128K
+ 6678.49%
$354.56 - $497.45 $45.3M - $63.5M
130K $67.8B
AMZN
Amazon Com Inc

Consumer Cyclical
225K
+ 1163.21%
$167.32 - $223.3 $37.7M - $50.3M
245K $51.8B
NVDA
Nvidia Corp

Technology
88.4K
+ 94.4%
$94.31 - $157.99 $8.33M - $14M
182K $32.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50.1K
+ 186.58%
$483.48 - $539.8 $24.2M - $27M
76.9K $36.4B
GOOGL
Alphabet Inc.

Communication Services
201K
+ 1377.37%
$144.7 - $178.6 $29M - $35.8M
215K $40.6B
GS
Goldman Sachs Group Inc

Financial Services
14.9K
+ 135.96%
$462.22 - $707.75 $6.9M - $10.6M
25.9K $18.8B
V
Visa Inc.

Financial Services
25.1K
+ 25.22%
$308.27 - $373.31 $7.72M - $9.35M
124K $42.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90.5K
+ 190.36%
$141.37 - $228.57 $12.8M - $20.7M
138K $18.2B
META
Meta Platforms, Inc.

Communication Services
7.19K
+ 36.82%
$484.66 - $738.09 $3.48M - $5.31M
26.7K $20B
DIS
Walt Disney CO

Communication Services
192K
+ 4998.54%
$81.72 - $124.01 $15.7M - $23.8M
196K $22.8B
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.48K
+ 253.95%
$4164.15 - $5789.24 $10.3M - $14.3M
3.45K $18.6B
WMT
Walmart Inc.

Consumer Defensive
45.5K
+ 60672.0%
$81.79 - $99.98 $3.72M - $4.55M
45.6K $4.49B
SPGI
S&P Global Inc.

Financial Services
5.91K
+ 73.3%
$438.31 - $527.29 $2.59M - $3.12M
14K $7.03B
NDAQ
Nasdaq, Inc.

Financial Services
54.4K
+ 51805.71%
$66.4 - $89.42 $3.61M - $4.86M
54.5K $5.23B
MCD
Mcdonalds Corp

Consumer Cyclical
56.5K
+ 8016.74%
$285.55 - $321.23 $16.1M - $18.2M
57.2K $17.3B
NEE
Nextera Energy Inc

Utilities
28.3K
+ 1870.28%
$64.11 - $75.0 $1.82M - $2.12M
29.8K $2.12B
MSCI
Msci Inc.

Financial Services
3.05K
+ 158.91%
$506.56 - $576.74 $1.55M - $1.76M
4.97K $2.77B
JPM
Jpmorgan Chase & CO

Financial Services
5.63K
+ 36.33%
$210.28 - $289.91 $1.18M - $1.63M
21.1K $6.19B
PYPL
Pay Pal Holdings, Inc.

Financial Services
26.2K
+ 31.33%
$57.41 - $74.81 $1.5M - $1.96M
110K $7.37B
DE
Deere & CO

Industrials
4.09K
+ 2271.11%
$412.99 - $531.48 $1.69M - $2.17M
4.27K $2.62B
MA
Mastercard Inc

Financial Services
3.04K
+ 13.19%
$479.92 - $590.74 $1.46M - $1.8M
26.1K $14.6B
JNJ
Johnson & Johnson

Healthcare
7.67K
+ 7.47%
$146.36 - $159.82 $1.12M - $1.23M
110K $18.5B
PANW
Palo Alto Networks Inc

Technology
13.3K
+ 1052.22%
$152.44 - $204.64 $2.02M - $2.72M
14.5K $2.49B
GOOG
Alphabet Inc.

Communication Services
5.31K
+ 72.88%
$146.58 - $180.01 $778K - $955K
12.6K $2.39B
Lam Research Corp
37.7K
+ 235425.0%
N/A
37.7K $3.63B
KO
Coca Cola CO

Consumer Defensive
92K
+ 8562.42%
$68.37 - $73.9 $6.29M - $6.8M
93.1K $6.43B
WMB
Williams Companies, Inc.

Energy
14.2K
+ 10431.62%
$54.33 - $62.87 $771K - $892K
14.3K $968M
CME
Cme Group Inc.

Financial Services
3.11K
+ 152.23%
$252.37 - $290.71 $785K - $904K
5.15K $1.45B
SHW
Sherwin Williams CO

Basic Materials
1.55K
+ 336.96%
$313.51 - $363.51 $486K - $563K
2.01K $1.04B
MDLZ
Mondelez International, Inc.

Consumer Defensive
28.7K
+ 16.8%
$63.54 - $68.5 $1.83M - $1.97M
200K $12.8B
UNP
Union Pacific Corp

Industrials
3.35K
+ 2679.2%
$208.27 - $238.46 $697K - $799K
3.47K $775M
CL
Colgate Palmolive CO

Consumer Defensive
110K
+ 29391.44%
$87.57 - $96.0 $9.63M - $10.6M
110K $9.21B
TJX
Tjx Companies Inc

Consumer Cyclical
15.7K
+ 1430.59%
$119.13 - $135.03 $1.87M - $2.12M
16.8K $2.11B
AMT
American Tower Corp

Real Estate
657
+ 13.99%
$203.96 - $228.19 $134K - $150K
5.35K $1.66B
TSLA
Tesla, Inc.

Consumer Cyclical
1.78K
+ 229.09%
$221.86 - $362.89 $395K - $646K
2.56K $774M
ADBE
Adobe Inc.

Technology
25.6K
+ 974.66%
$340.0 - $420.68 $8.7M - $10.8M
28.2K $9.81B
NOW
Service Now, Inc.

Technology
851
+ 153.33%
$721.65 - $1040.18 $614K - $885K
1.41K $1.27B
BAC
Bank Of America Corp

Financial Services
50K
+ 20007.2%
$34.39 - $47.46 $1.72M - $2.37M
50.3K $2.3B
COST
Costco Wholesale Corp

Consumer Defensive
1.81K
+ 12900.0%
$908.13 - $1056.85 $1.64M - $1.91M
1.82K $1.72B
Ge Vernova Inc
1.63K
+ 236.77%
N/A
2.32K $797M
NFLX
Netflix Inc

Communication Services
731
+ 93.96%
$855.86 - $1339.13 $626K - $979K
1.51K $1.25B
GE
General Electric CO

Industrials
1.12K
+ 62.33%
$166.81 - $257.39 $187K - $288K
2.92K $786M
CAT
Caterpillar Inc

Industrials
783
+ 1535.29%
$273.94 - $388.21 $214K - $304K
834 $357M
HON
Honeywell International Inc

Industrials
6.59K
+ 34678.95%
$182.86 - $232.88 $1.2M - $1.53M
6.61K $1.18B
NEM
Newmont Corp

Basic Materials
16K
+ 238.82%
$44.18 - $59.46 $707K - $951K
22.7K $1.53B
VZ
Verizon Communications Inc

Communication Services
6.03K
+ 100.62%
$41.67 - $45.62 $251K - $275K
12K $516M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.01K
+ 493.02%
$248.61 - $294.96 $1.25M - $1.48M
6.03K $1.45B
MKL
Markel Corp

Financial Services
42
+ 105.0%
$1678.5 - $1997.36 $70.5K - $83.9K
82 $224M
EA
Electronic Arts Inc.

Communication Services
12.1K
+ 9081.95%
$132.53 - $159.7 $1.6M - $1.93M
12.2K $1.97B
Activity Summary
Buys All Purchases 148 New Holdings 27 Increased Positions 121 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evelyn Partners Investment Management Services LTD Portfolio

Follow Evelyn Partners Investment Management Services LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evelyn Partners Investment Management Services LTD, based on Form 13F filings with the SEC.

News

Stay updated on Evelyn Partners Investment Management Services LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email