Evelyn Partners Investment Management LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Evelyn Partners Investment Management LLP reported 410 stock positions worth $3.7 billion. Its top holding was Astrazeneca (AZN) at 8.8% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Amazon.com (AMZN, 7.0%). Compared with Q4 2025, it opened 12 new positions, sold out of 16, added to 58 and reduced 143. The biggest buy was Astrazeneca (AZN, shares +44731%) and the biggest sale Alphabet Class A (GOOGL, shares −3%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065206
- Portfolio Value
- $3.7B (Q1 2026)
- SEC Filing
- 0001420506-26-001051 ↗ filed May 15, 2026
Holdings Value
Holdings 410 stocks · $3.7B
| AZN Astrazeneca PLC | 8.84% | 1,675,125 | $325.5M | Add +44731.4% |
| MSFT Microsoft Corp. | 7.08% | 703,648 | $260.5M | Add +4.6% |
| AMZN Amazon.com Inc. | 7.03% | 1,242,299 | $258.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 7.01% | 897,350 | $258.0M | Reduce -3.0% |
| NVDA Nvidia Corp. | 4.11% | 866,383 | $151.1M | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.02% | 438,201 | $148.1M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.66% | 281,451 | $134.9M | Add +0.8% |
| V Visa Inc. Class A | 2.89% | 351,875 | $106.4M | Reduce -2.8% |
| CRH CRH PLC | 2.88% | 1,008,537 | $106.0M | Reduce -2.6% |
| AAPL Apple Inc. | 2.83% | 410,438 | $104.2M | Add +4.7% |
| SYK Stryker Corp. | 2.37% | 265,451 | $87.2M | Reduce -0.7% |
| CB Chubb Ltd. | 2.35% | 265,802 | $86.6M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.29% | 286,422 | $84.3M | Add +5.7% |
| KO The Coca-Cola Co. | 2.05% | 993,773 | $75.6M | Add +2.5% |
| META Meta Platforms Inc. Class A | 1.87% | 120,243 | $68.8M | Add +11.9% |
| BKNG Booking Holdings Inc. | 1.66% | 14,513 | $61.1M | Reduce -8.6% |
| TMO Thermo Fisher Scientific Inc. | 1.46% | 109,140 | $53.6M | Add +4.6% |
| LIN Linde PLC | 1.21% | 89,609 | $44.4M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 1.17% | 463,794 | $43.1M | Add +14.3% |
| IEX Idex Corp. | 1.06% | 205,291 | $38.9M | Add +10.8% |
| GOOG Alphabet Inc. Class C | 1.04% | 133,490 | $38.3M | Reduce -3.0% |
| AZO AutoZone Inc. | 1.04% | 11,290 | $38.1M | Add +7.9% |
| CEF Sprott Physical Gold and Sil | 1.03% | 797,590 | $38.1M | Reduce -1.7% |
| NDAQ Nasdaq Inc. | 0.99% | 428,067 | $36.3M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.92% | 691,958 | $33.7M | Add +7.7% |
| SPGI S&P Global Inc. | 0.91% | 78,907 | $33.6M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.91% | 39,470 | $33.4M | Reduce -5.4% |
| JNJ Johnson & Johnson | 0.90% | 135,066 | $33.0M | Reduce -2.0% |
| TTE Totalenergies SE | 0.89% | 350,023 | $32.7M | Add +2.7% |
| MA Mastercard Inc. Class A | 0.88% | 64,591 | $32.3M | Reduce -9.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.83% | 191,584 | $30.6M | Reduce -3.6% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.79% | 444,828 | $29.0M | New |
| ISRG Intuitive Surgical Inc. | 0.78% | 62,473 | $28.8M | Add +16.6% |
| WMT Walmart Inc. | 0.75% | 222,464 | $27.6M | Reduce -6.2% |
| ZTS Zoetis Inc. | 0.74% | 231,709 | $27.4M | Reduce -23.6% |
| UNH Unitedhealth Group Inc. | 0.70% | 95,509 | $25.8M | Reduce -42.8% |
| AEM Agnico Eagle Mines Ltd. | 0.70% | 126,725 | $25.7M | Reduce -3.5% |
| SW Smurfit Westrock PLC | 0.65% | 603,376 | $24.0M | Reduce -12.7% |
| FCX Freeport-McMoran Inc. | 0.63% | 395,226 | $23.2M | Add +13.1% |
| CVX Chevron Corp. | 0.56% | 100,111 | $20.7M | Reduce -3.5% |
| NFLX Netflix Inc. | 0.54% | 207,610 | $20.0M | Add +9.7% |
| NEM Newmont Corp. | 0.53% | 178,759 | $19.4M | Reduce -4.4% |
| APH Amphenol Corp. Class A | 0.52% | 150,010 | $19.0M | Add +42.7% |
| DHR Danaher Corp. | 0.51% | 99,678 | $18.9M | Reduce -18.0% |
| AVGO Broadcom Inc. | 0.50% | 59,969 | $18.6M | Add +118.1% |
| MCD McDonald's Corp. | 0.50% | 58,788 | $18.3M | Reduce -7.2% |
| INTU Intuit Inc. | 0.44% | 37,843 | $16.4M | Add +47.8% |
| XOM Exxon Mobil Corp. | 0.44% | 95,705 | $16.2M | Add +38.1% |
| PG The Procter & Gamble Co. | 0.43% | 110,666 | $16.0M | Reduce -13.6% |
| RACE Ferrari NV | 0.43% | 46,583 | $15.8M | Reduce -30.0% |
| MKL Markel Group Inc. | 0.40% | 7,772 | $14.9M | Add +1.6% |
| BX Blackstone Inc. | 0.40% | 126,850 | $14.6M | Reduce -17.1% |
| CSCO Cisco Systems Inc. | 0.34% | 161,461 | $12.5M | Add +7.0% |
| FERG Ferguson Enterprises Inc. | 0.31% | 48,678 | $11.4M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.31% | 11,277 | $11.2M | Add +3.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 111,068 | $10.7M | Reduce -2.6% |
| DE Deere & Co. | 0.29% | 18,992 | $10.7M | Reduce -1.8% |
| BSX Boston Scientific Corp. | 0.29% | 168,771 | $10.6M | Add +18.9% |
| GEHC GE Healthcare Technology | 0.28% | 147,330 | $10.5M | Reduce -37.9% |
| IBKR Interactive Brokers Gro Class A | 0.27% | 148,042 | $9.9M | Reduce -9.3% |
| ETN Eaton Corp. PLC | 0.24% | 25,058 | $9.0M | Reduce -3.6% |
| WPM Wheaton Precious Metals Corp. | 0.23% | 65,672 | $8.6M | Reduce -3.6% |
| AWK American Water Works Co. Inc. | 0.23% | 61,264 | $8.3M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.21% | 48,651 | $7.8M | Add +15.4% |
| PLD Prologis Inc. | 0.21% | 58,665 | $7.8M | Reduce -2.6% |
| CME Cme Group Inc. | 0.20% | 25,372 | $7.5M | Reduce -7.0% |
| GLD SPDR Gold Shares | 0.20% | 16,893 | $7.3M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.18% | 7,228 | $6.6M | Add +39.3% |
| ABT Abbott Laboratories | 0.17% | 61,231 | $6.3M | Reduce -3.5% |
| MDLZ Mondelez International Inc. Class A | 0.16% | 103,654 | $6.0M | Add +1.6% |
| ANET Arista Networks Inc. | 0.16% | 47,223 | $5.8M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.15% | 36,016 | $5.6M | Reduce -16.1% |
| AMT American Tower Corp. | 0.15% | 31,721 | $5.5M | Reduce -41.9% |
| RY Royal Bank of Canada | 0.14% | 32,604 | $5.3M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.13% | 24,895 | $4.9M | Reduce -7.5% |
| BUR Burford Capital Ltd. | 0.13% | 1,051,903 | $4.8M | Reduce -42.5% |
| VZ Verizon Communications Inc. | 0.12% | 91,029 | $4.6M | Add +0.7% |
| LHX L3HARRIS Technologies Inc. | 0.12% | 13,117 | $4.5M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.12% | 24,115 | $4.5M | Reduce -4.2% |
| ROP Roper Technologies Inc. | 0.12% | 12,717 | $4.5M | Reduce -77.8% |
| EOG EOG Resources Inc. | 0.12% | 30,864 | $4.5M | New |
| WMB Williams Cos Inc. | 0.12% | 60,414 | $4.4M | Reduce -0.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.12% | 82,629 | $4.2M | Add +0.3% |
| HON Honeywell International Inc. | 0.11% | 17,245 | $3.9M | Reduce -22.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 6,435 | $3.7M | No change |
| BA The Boeing Co. | 0.09% | 16,347 | $3.3M | Add +88.1% |
| SHW The Sherwin-Williams Co. | 0.09% | 10,094 | $3.2M | Reduce -1.2% |
| TD Toronto-Dominion Bank | 0.09% | 34,014 | $3.2M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.08% | 4,179 | $3.0M | Reduce -3.3% |
| MLM Martin Marietta Materials | 0.08% | 4,744 | $2.8M | Reduce -9.3% |
| C Citigroup Inc. | 0.07% | 23,813 | $2.7M | Reduce -11.2% |
| MICC The Magnum Ice Cream Co. NV | 0.07% | 182,664 | $2.7M | Reduce -53.8% |
| MSCI MSCI Inc. | 0.07% | 4,961 | $2.7M | Reduce -3.9% |
| MRSH Marsh & McLennan Cos | 0.07% | 14,966 | $2.6M | Reduce -14.5% |
| CDNS Cadence Design SYS Inc. | 0.07% | 9,291 | $2.6M | Reduce -38.9% |
| CL Colgate-Palmolive Co. | 0.07% | 29,494 | $2.5M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 3,559 | $2.3M | No change |
| TSLA Tesla Inc. | 0.06% | 6,075 | $2.3M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 8,809 | $2.1M | Reduce -1.0% |
| URTH iShares MSCI World ETF | 0.06% | 11,534 | $2.1M | Add +14.5% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 7.01% | −0.99 |
| UNH Unitedhealth Group Inc. | Reduce -42.8% | 0.70% | −0.82 |
| CRH CRH PLC | Reduce -2.6% | 2.88% | −0.69 |
| BKNG Booking Holdings Inc. | Reduce -8.6% | 1.66% | −0.69 |
| V Visa Inc. Class A | Reduce -2.8% | 2.89% | −0.62 |
| ROP Roper Technologies Inc. | Reduce -77.8% | 0.12% | −0.58 |
| BUR Burford Capital Ltd. | Reduce -42.5% | 0.13% | −0.32 |
| ZTS Zoetis Inc. | Reduce -23.6% | 0.74% | −0.31 |
| RACE Ferrari NV | Reduce -30.0% | 0.43% | −0.26 |
| DHR Danaher Corp. | Reduce -18.0% | 0.51% | −0.26 |
| BX Blackstone Inc. | Reduce -17.1% | 0.40% | −0.26 |
| GEHC GE Healthcare Technology | Reduce -37.9% | 0.28% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -9.8% | 0.88% | −0.25 |
| SPGI S&P Global Inc. | Reduce -1.9% | 0.91% | −0.25 |
| SYK Stryker Corp. | Reduce -0.7% | 2.37% | −0.23 |
| NDAQ Nasdaq Inc. | Reduce -0.5% | 0.99% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 1.04% | −0.15 |
| AMT American Tower Corp. | Reduce -41.9% | 0.15% | −0.12 |
| GS Goldman Sachs Group Inc. | Reduce -5.4% | 0.91% | −0.11 |
| MICC The Magnum Ice Cream Co. NV | Reduce -53.8% | 0.07% | −0.10 |
| FLUT Flutter Entertainment PLC-Di | Reduce -47.6% | 0.03% | −0.10 |
| SW Smurfit Westrock PLC | Reduce -12.7% | 0.65% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -13.6% | 0.43% | −0.07 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.29% | −0.07 |
| ACN Accenture PLC Class A | Reduce -7.5% | 0.13% | −0.07 |
| CRM Salesforce Inc. | Reduce -4.2% | 0.12% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -38.9% | 0.07% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.05 |
| HRI Herc Holdings Inc. | Reduce -95.5% | 0.00% | −0.05 |
| CARR Carrier Global Corp. | Reduce -95.3% | 0.00% | −0.05 |
| KEX Kirby Corp. | Reduce -99.0% | 0.00% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -57.7% | 0.02% | −0.05 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.17% | −0.05 |
| NOW ServiceNow Inc. | Reduce -61.3% | 0.02% | −0.05 |
| MCD McDonald's Corp. | Reduce -7.2% | 0.50% | −0.04 |
| LOGI Logitech International-Reg | Reduce -33.4% | 0.03% | −0.03 |
| APTV Aptiv PLC | Reduce -29.7% | 0.03% | −0.02 |
| IBKR Interactive Brokers Gro Class A | Reduce -9.3% | 0.27% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -14.5% | 0.07% | −0.02 |
| ANET Arista Networks Inc. | Reduce -3.1% | 0.16% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -12.3% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -16.1% | 0.15% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.0% | 0.06% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.4% | 0.06% | −0.01 |
| IP International Paper Co. | Reduce -13.8% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -22.6% | 0.11% | −0.01 |
| MLM Martin Marietta Materials | Reduce -9.3% | 0.08% | −0.01 |
| C Citigroup Inc. | Reduce -11.2% | 0.07% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 0.06% | −0.01 |
| TJX TJX Companies Inc. | Reduce -3.6% | 0.83% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AZN Astrazeneca PLC | Add +44731.4% | 8.84% | +8.83 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.79% | +0.79 |
| TTE Totalenergies SE | Add +2.7% | 0.89% | +0.27 |
| NEE Nextera Energy Inc. | Add +14.3% | 1.17% | +0.27 |
| AVGO Broadcom Inc. | Add +118.1% | 0.50% | +0.24 |
| XOM Exxon Mobil Corp. | Add +38.1% | 0.44% | +0.21 |
| KO The Coca-Cola Co. | Add +2.5% | 2.05% | +0.18 |
| IEX Idex Corp. | Add +10.8% | 1.06% | +0.15 |
| FCX Freeport-McMoran Inc. | Add +13.1% | 0.63% | +0.14 |
| APH Amphenol Corp. Class A | Add +42.7% | 0.52% | +0.12 |
| EOG EOG Resources Inc. | New | 0.12% | +0.12 |
| CB Chubb Ltd. | Add +0.3% | 2.35% | +0.07 |
| AZO AutoZone Inc. | Add +7.9% | 1.04% | +0.06 |
| NFLX Netflix Inc. | Add +9.7% | 0.54% | +0.05 |
| COST Costco Wholesale Corp. | Add +3.2% | 0.31% | +0.05 |
| MSI Motorola Solutions Inc. | New | 0.04% | +0.04 |
| BA The Boeing Co. | Add +88.1% | 0.09% | +0.04 |
| ROK Rockwell Automation Inc. | Add +145.3% | 0.06% | +0.03 |
| SLB SLB Ltd. | Add +0.3% | 0.12% | +0.03 |
| LLY Eli Lilly & Co. | Add +39.3% | 0.18% | +0.03 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.12% | +0.02 |
| CSCO Cisco Systems Inc. | Add +7.0% | 0.34% | +0.02 |
| AU Anglogold Ashanti PLC | Add +1117.6% | 0.02% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +1.6% | 0.16% | +0.01 |
| URTH iShares MSCI World ETF | Add +14.5% | 0.06% | +0.00 |
| PFE Pfizer Inc. | Add +1.0% | 0.04% | +0.00 |
| WAT Waters Corp. | Add +242.4% | 0.01% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +40.6% | 0.01% | +0.00 |
| ARM Arm Holdings PLC-ADR | Add +66.7% | 0.01% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +49.1% | 0.01% | +0.00 |
| EVLV Evolv Technologies Holdings | New | 0.00% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +15.3% | 0.01% | +0.00 |
| DCH Dauch Corporation | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +11.6% | 0.01% | +0.00 |
| EWJ iShares MSCI Japan ETF | Add +36.4% | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Add +42.6% | 0.02% | +0.00 |
| CNQ Canadian Natural Resources | Add +7.4% | 0.00% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +1.7% | 0.01% | +0.00 |
| PSLV Sprott Physical Silver Trust | New | 0.00% | +0.00 |
| BALL Ball Corp. | Add +11.3% | 0.00% | +0.00 |
| BZH Beazer Homes USA Inc. | New | 0.00% | +0.00 |
| NET Cloudflare Inc. Class A | New | 0.00% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +5.7% | 0.02% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| TT Trane Technologies PLC | New | 0.00% | +0.00 |
| ROKU Roku Inc. | New | 0.00% | 0.00 |
| CMCL Caledonia Mining Corp. PLC | New | 0.00% | 0.00 |
| BABA Alibaba Group Holding-SP ADR | Add +10.8% | 0.00% | −0.00 |
| WTW Willis Towers Watson PLC | Add +10.0% | 0.02% | −0.00 |
| XYL Xylem Inc. | Add +6.2% | 0.01% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 410 | $3.7B | AZN, MSFT, AMZN, GOOGL, NVDA |
| Q4 2025 | 413 | $3.6B | MSFT, GOOGL, AMZN, NVDA, BRK.B |
| Q3 2025 | 409 | $3.5B | MSFT, AMZN, GOOGL, NVDA, TSM |
| Q2 2025Amended | 415 | $3.3B | MSFT, AMZN, GOOGL, NVDA, V |
| Q1 2025Amended | 420 | $3.0B | MSFT, AMZN, GOOGL, BRK.B, V |
| Q4 2024 | 416 | $3.1B | MSFT, AMZN, GOOGL, AAPL, V |