Evelyn Partners Investment Management Services Ltd
Evelyn Partners Investment Management Services Ltd reported 281 positions worth $850.0M as of March 31, 2026 (13F filed May 15, 2026). Largest holding: AZN (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AZN | SH | $96.8M | 11.39% | 498,147 | — | — | |
| ▸ 2 | GOOGL | SH | $46.3M | 5.44% | 160,848 | — | — | |
| ▸ 3 | MSFT | SH | $43.6M | 5.13% | 117,766 | — | — | |
| ▸ 4 | AMZN | SH | $40.2M | 4.73% | 193,160 | — | — | |
| ▸ 5 | V | SH | $29.1M | 3.42% | 96,281 | — | — | |
| ▸ 6 | NVDA | SH | $28.1M | 3.31% | 161,309 | — | — | |
| ▸ 7 | BRK-B | SH | $26.0M | 3.06% | 54,266 | — | — | |
| ▸ 8 | JNJ | SH | $25.2M | 2.96% | 103,098 | — | — | |
| ▸ 9 | TSM | SH | $25.0M | 2.95% | 74,109 | — | — | |
| ▸ 10 | SYK | SH | $23.1M | 2.71% | 70,182 | — | — |
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Frequently Asked Questions
What stocks does Evelyn Partners Investment Management Services Ltd hold as of Q1 2026?
Evelyn Partners Investment Management Services Ltd reported 281 positions worth $850.0M in its Q1 2026 13F filing. Largest positions: AZN (11.4%), GOOGL (5.4%), MSFT (5.1%), AMZN (4.7%) and V (3.4%).
What did Evelyn Partners Investment Management Services Ltd buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evelyn Partners Investment Management Services Ltd sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.