Evelyn Partners Investment Management Services Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Evelyn Partners Investment Management Services Ltd reported 281 stock positions worth $850.0 million. Its top holding was Astrazeneca (AZN) at 11.4% of the portfolio, followed by Alphabet Class A (GOOGL, 5.4%) and Microsoft (MSFT, 5.1%). Compared with Q4 2025, it opened 28 new positions, sold out of 9, added to 72 and reduced 67. The biggest buy was Astrazeneca (AZN, shares +363511%) and the biggest sale Walt Disney (DIS, shares −46%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065205
- Portfolio Value
- $850.0M (Q1 2026)
- SEC Filing
- 0001420506-26-001053 ↗ filed May 15, 2026
Holdings Value
Holdings 281 stocks · $850.0M
| AZN Astrazeneca PLC | 11.39% | 498,147 | $96.8M | Add +363511.0% |
| GOOGL Alphabet Inc. Class A | 5.44% | 160,848 | $46.3M | Add +2.5% |
| MSFT Microsoft Corp. | 5.13% | 117,766 | $43.6M | Add +10.4% |
| AMZN Amazon.com Inc. | 4.73% | 193,160 | $40.2M | Add +7.0% |
| V Visa Inc. Class A | 3.42% | 96,281 | $29.1M | Reduce -0.9% |
| NVDA Nvidia Corp. | 3.31% | 161,309 | $28.1M | Add +15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.06% | 54,266 | $26.0M | Add +9.3% |
| JNJ Johnson & Johnson | 2.96% | 103,098 | $25.2M | Add +5.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.95% | 74,109 | $25.0M | Reduce -19.3% |
| SYK Stryker Corp. | 2.71% | 70,182 | $23.1M | Add +0.2% |
| CB Chubb Ltd. | 2.70% | 70,285 | $22.9M | Add +4.1% |
| META Meta Platforms Inc. Class A | 2.30% | 34,145 | $19.5M | Add +13.5% |
| BKNG Booking Holdings Inc. | 2.29% | 4,620 | $19.4M | Add +5.2% |
| AAPL Apple Inc. | 1.93% | 64,657 | $16.4M | Add +16.6% |
| GS Goldman Sachs Group Inc. | 1.66% | 16,672 | $14.1M | Reduce -33.2% |
| MCD McDonald's Corp. | 1.61% | 43,916 | $13.6M | Reduce -15.6% |
| MA Mastercard Inc. Class A | 1.58% | 26,864 | $13.4M | Add +25.3% |
| WPM Wheaton Precious Metals Corp. | 1.58% | 102,110 | $13.4M | Add +5.7% |
| CRH CRH PLC | 1.49% | 120,667 | $12.7M | Add +8.1% |
| ADP Automatic Data Processing | 1.40% | 58,379 | $11.9M | Reduce -2.8% |
| ISRG Intuitive Surgical Inc. | 1.30% | 23,884 | $11.0M | Add +7.2% |
| ANET Arista Networks Inc. | 1.24% | 85,717 | $10.5M | Add +0.8% |
| FNV Franco-Nevada Corp. | 1.24% | 42,546 | $10.5M | Add +6.8% |
| JPM JPMorgan Chase & Co. | 1.13% | 32,754 | $9.6M | Add +39.2% |
| CEF Sprott Physical Gold and Sil | 1.11% | 198,011 | $9.4M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 18,071 | $8.9M | Reduce -38.3% |
| INTU Intuit Inc. | 1.02% | 20,031 | $8.7M | Add +80.2% |
| LLY Eli Lilly & Co. | 0.97% | 8,949 | $8.2M | Add +19.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 85,308 | $8.2M | Reduce -45.9% |
| MDLZ Mondelez International Inc. Class A | 0.93% | 136,948 | $7.9M | Reduce -10.6% |
| KO The Coca-Cola Co. | 0.82% | 91,443 | $7.0M | Add +3.3% |
| SPGI S&P Global Inc. | 0.80% | 15,919 | $6.8M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.79% | 42,268 | $6.8M | Add +30.5% |
| NDAQ Nasdaq Inc. | 0.78% | 77,843 | $6.6M | Add +18.1% |
| ZTS Zoetis Inc. | 0.71% | 51,178 | $6.0M | Reduce -24.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.69% | 27,000 | $5.8M | New |
| LIN Linde PLC | 0.69% | 11,776 | $5.8M | Reduce -17.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 10,000 | $5.8M | No change |
| APH Amphenol Corp. Class A | 0.68% | 45,599 | $5.8M | Add +132.7% |
| VT Vanguard Tot World STK ETF | 0.64% | 39,602 | $5.5M | Reduce -6.4% |
| LRCX Lam Research Corp. | 0.63% | 24,941 | $5.3M | Reduce -8.9% |
| CME Cme Group Inc. | 0.62% | 17,910 | $5.3M | Add +2.6% |
| WAT Waters Corp. | 0.59% | 16,715 | $5.0M | Reduce -2.6% |
| AZO AutoZone Inc. | 0.58% | 1,471 | $5.0M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.57% | 15,630 | $4.8M | Add +80.2% |
| ACN Accenture PLC Class A | 0.56% | 24,081 | $4.8M | Reduce -0.3% |
| IEX Idex Corp. | 0.53% | 23,574 | $4.5M | Add +0.2% |
| GDX Vaneck Gold Miners ETF | 0.51% | 47,550 | $4.4M | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.50% | 9,780 | $4.2M | Reduce -20.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.44% | 74,378 | $3.8M | No change |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.43% | 120,554 | $3.6M | Reduce -5.6% |
| FERG Ferguson Enterprises Inc. | 0.38% | 13,851 | $3.2M | Reduce -5.9% |
| SW Smurfit Westrock PLC | 0.37% | 79,727 | $3.2M | Reduce -20.0% |
| AEM Agnico Eagle Mines Ltd. | 0.37% | 15,625 | $3.2M | Reduce -4.7% |
| PG The Procter & Gamble Co. | 0.36% | 21,447 | $3.1M | Reduce -26.9% |
| WMT Walmart Inc. | 0.34% | 23,138 | $2.9M | Add +45.0% |
| NEE Nextera Energy Inc. | 0.33% | 30,436 | $2.8M | Add +19.4% |
| NFLX Netflix Inc. | 0.33% | 29,074 | $2.8M | Add +147.3% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.32% | 41,594 | $2.7M | New |
| PLD Prologis Inc. | 0.32% | 20,339 | $2.7M | Add +2.0% |
| VDE Vanguard Energy ETF | 0.31% | 15,389 | $2.7M | Reduce -3.0% |
| GEHC GE Healthcare Technology | 0.31% | 36,768 | $2.6M | Add +162.9% |
| NEM Newmont Corp. | 0.31% | 24,059 | $2.6M | Reduce -5.8% |
| VPL Vanguard Ftse Pacific ETF | 0.30% | 26,025 | $2.5M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 49,281 | $2.4M | Reduce -2.7% |
| AVEM Avantis Emerging Markets Eq | 0.28% | 29,325 | $2.4M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.28% | 14,641 | $2.3M | Add +31.5% |
| TTE Totalenergies SE | 0.27% | 24,581 | $2.3M | Add +38.9% |
| SGOL Abrdn Physical Gold Shares | 0.27% | 50,899 | $2.3M | Reduce -17.9% |
| NOC Northrop Grumman Corp. | 0.24% | 2,973 | $2.0M | Reduce -0.7% |
| AMT American Tower Corp. | 0.22% | 11,020 | $1.9M | Add +13.1% |
| XOM Exxon Mobil Corp. | 0.21% | 10,767 | $1.8M | No change |
| GE General Electric filed as GE AEROSPACE | 0.21% | 6,394 | $1.8M | Add +105.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 6,587 | $1.8M | Add +2.1% |
| PEP Pepsico Inc. | 0.20% | 10,959 | $1.7M | Reduce -78.6% |
| URA Global X Uranium ETF | 0.20% | 34,423 | $1.7M | Add +3.8% |
| B Barrick Mining Corp. | 0.18% | 37,968 | $1.5M | No change |
| ROP Roper Technologies Inc. | 0.18% | 4,378 | $1.5M | Reduce -59.6% |
| GOOG Alphabet Inc. Class C | 0.18% | 5,307 | $1.5M | Add +1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 5,109 | $1.5M | Add +10.9% |
| MKC.V McCormick & Co. Inc. VTG Com | 0.17% | 28,911 | $1.5M | No change |
| ETN Eaton Corp. PLC | 0.16% | 3,847 | $1.4M | Add +3.5% |
| RACE Ferrari NV | 0.16% | 3,943 | $1.3M | Add +105.6% |
| NOW ServiceNow Inc. | 0.15% | 12,490 | $1.3M | Add +21.4% |
| CDNS Cadence Design SYS Inc. | 0.14% | 4,341 | $1.2M | Add +1.1% |
| MICC The Magnum Ice Cream Co. NV | 0.13% | 76,689 | $1.1M | Reduce -35.7% |
| CQQQ Invesco China Technology ETF | 0.13% | 23,709 | $1.1M | New |
| MU Micron Technology Inc. | 0.12% | 3,058 | $1.0M | No change |
| MSCI MSCI Inc. | 0.12% | 1,907 | $1.0M | Add +1.2% |
| PYPL PayPal Holdings Inc. | 0.11% | 20,711 | $937K | Reduce -54.2% |
| CL Colgate-Palmolive Co. | 0.10% | 10,418 | $888K | Reduce -88.5% |
| BLK BlackRock Inc. | 0.10% | 907 | $872K | Add +6.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.10% | 16,607 | $853K | Reduce -15.8% |
| DE Deere & Co. | 0.10% | 1,451 | $817K | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.10% | 813 | $810K | Reduce -18.5% |
| CP Canadian Pacific Kansas City | 0.09% | 10,086 | $793K | Reduce -33.7% |
| RY Royal Bank of Canada | 0.09% | 4,578 | $740K | No change |
| JLL Jones Lang Lasalle Inc. | 0.08% | 2,215 | $674K | Reduce -1.6% |
| TXN Texas Instruments Inc. | 0.06% | 2,734 | $531K | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.06% | 2,410 | $524K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| DIS The Walt Disney Co. | Reduce -45.9% | 0.97% | −1.28 |
| GS Goldman Sachs Group Inc. | Reduce -33.2% | 1.66% | −1.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -38.3% | 1.04% | −1.08 |
| V Visa Inc. Class A | Reduce -0.9% | 3.42% | −0.85 |
| CL Colgate-Palmolive Co. | Reduce -88.5% | 0.10% | −0.79 |
| PEP Pepsico Inc. | Reduce -78.6% | 0.20% | −0.72 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -19.3% | 2.95% | −0.55 |
| ADP Automatic Data Processing | Reduce -2.8% | 1.40% | −0.54 |
| ROP Roper Technologies Inc. | Reduce -59.6% | 0.18% | −0.42 |
| MCD McDonald's Corp. | Reduce -15.6% | 1.61% | −0.39 |
| ZTS Zoetis Inc. | Reduce -24.1% | 0.71% | −0.35 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.56% | −0.25 |
| WAT Waters Corp. | Reduce -2.6% | 0.59% | −0.23 |
| PYPL PayPal Holdings Inc. | Reduce -54.2% | 0.11% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -26.9% | 0.36% | −0.16 |
| EWG iShares MSCI Germany ETF | Reduce -99.1% | 0.00% | −0.15 |
| GLD SPDR Gold Shares | Reduce -20.5% | 0.50% | −0.12 |
| SW Smurfit Westrock PLC | Reduce -20.0% | 0.37% | −0.11 |
| MICC The Magnum Ice Cream Co. NV | Reduce -35.7% | 0.13% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -10.6% | 0.93% | −0.10 |
| VT Vanguard Tot World STK ETF | Reduce -6.4% | 0.64% | −0.10 |
| ADBE Adobe Inc. | Reduce -41.2% | 0.06% | −0.09 |
| LIN Linde PLC | Reduce -17.5% | 0.69% | −0.08 |
| NKE Nike Inc. Class B | Reduce -73.1% | 0.02% | −0.07 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.28% | −0.07 |
| AZO AutoZone Inc. | Reduce -2.2% | 0.58% | −0.05 |
| SGOL Abrdn Physical Gold Shares | Reduce -17.9% | 0.27% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -33.7% | 0.09% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.03 |
| FERG Ferguson Enterprises Inc. | Reduce -5.9% | 0.38% | −0.03 |
| CRM Salesforce Inc. | Reduce -13.1% | 0.04% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -53.7% | 0.03% | −0.03 |
| HON Honeywell International Inc. | Reduce -56.0% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -24.3% | 0.03% | −0.02 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -5.6% | 0.43% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -27.9% | 0.04% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -4.4% | 0.04% | −0.02 |
| JLL Jones Lang Lasalle Inc. | Reduce -1.6% | 0.08% | −0.02 |
| NEM Newmont Corp. | Reduce -5.8% | 0.31% | −0.01 |
| FKU First Trust United Kingdom | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -15.7% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -18.5% | 0.10% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -46.3% | 0.01% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -2.6% | 0.51% | −0.01 |
| IP International Paper Co. | Reduce -8.0% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -2.3% | 0.03% | −0.01 |
| UNP Union Pacific Corp. | Reduce -29.2% | 0.02% | −0.01 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -31.1% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AZN Astrazeneca PLC | Add +363511.0% | 11.39% | +11.38 |
| AJG Arthur J Gallagher & Co. | New | 0.69% | +0.69 |
| JNJ Johnson & Johnson | Add +5.3% | 2.96% | +0.43 |
| APH Amphenol Corp. Class A | Add +132.7% | 0.68% | +0.35 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.32% | +0.32 |
| FNV Franco-Nevada Corp. | Add +6.8% | 1.24% | +0.20 |
| AVGO Broadcom Inc. | Add +80.2% | 0.57% | +0.19 |
| NFLX Netflix Inc. | Add +147.3% | 0.33% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +39.2% | 1.13% | +0.18 |
| TJX TJX Companies Inc. | Add +30.5% | 0.79% | +0.17 |
| GEHC GE Healthcare Technology | Add +162.9% | 0.31% | +0.16 |
| WPM Wheaton Precious Metals Corp. | Add +5.7% | 1.58% | +0.15 |
| CQQQ Invesco China Technology ETF | New | 0.13% | +0.13 |
| TTE Totalenergies SE | Add +38.9% | 0.27% | +0.13 |
| WMT Walmart Inc. | Add +45.0% | 0.34% | +0.12 |
| INTU Intuit Inc. | Add +80.2% | 1.02% | +0.10 |
| GE General Electric | Add +105.1% | 0.21% | +0.09 |
| NEE Nextera Energy Inc. | Add +19.4% | 0.33% | +0.08 |
| RACE Ferrari NV | Add +105.6% | 0.16% | +0.07 |
| SIVR Abrdn Physical Silver Shares | New | 0.06% | +0.06 |
| CB Chubb Ltd. | Add +4.1% | 2.70% | +0.06 |
| NVDA Nvidia Corp. | Add +15.6% | 3.31% | +0.05 |
| MA Mastercard Inc. Class A | Add +25.3% | 1.58% | +0.05 |
| KO The Coca-Cola Co. | Add +3.3% | 0.82% | +0.04 |
| AAPL Apple Inc. | Add +16.6% | 1.93% | +0.04 |
| BSX Boston Scientific Corp. | Add +357.4% | 0.06% | +0.04 |
| SPOT Spotify Technology SA | New | 0.03% | +0.03 |
| CME Cme Group Inc. | Add +2.6% | 0.62% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +31.5% | 0.28% | +0.02 |
| URA Global X Uranium ETF | Add +3.8% | 0.20% | +0.02 |
| MSI Motorola Solutions Inc. | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +3.5% | 0.16% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +108.7% | 0.03% | +0.01 |
| WM Waste Management Inc. | Add +44.5% | 0.04% | +0.01 |
| AMT American Tower Corp. | Add +13.1% | 0.22% | +0.01 |
| WMB Williams Cos Inc. | Add +33.8% | 0.03% | +0.01 |
| MKL Markel Group Inc. | Add +750.0% | 0.01% | +0.01 |
| WST West Pharmaceutical Services | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | Add +87.8% | 0.02% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| MCK McKesson Corp. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.9% | 0.17% | +0.01 |
| HEI.A Heico Corp. Class A | New | 0.00% | +0.00 |
| PHM Pultegroup Inc. | New | 0.00% | +0.00 |
| TTEK Tetra Tech Inc. | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +2.0% | 0.04% | +0.00 |
| PFE Pfizer Inc. | Add +13.2% | 0.02% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
| C Citigroup Inc. | Add +99.3% | 0.01% | +0.00 |
| MAR Marriott International Class A | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 281 | $850.0M | AZN, GOOGL, MSFT, AMZN, V |
| Q4 2025 | 262 | $798.3M | MSFT, GOOGL, AMZN, V, TSM |
| Q3 2025 | 265 | $744.9M | MSFT, GOOGL, AMZN, V, SYK |
| Q2 2025Amended | 263 | $666.0M | MSFT, AMZN, V, GOOGL, SYK |
| Q1 2025Amended | 270 | $609.4M | MSFT, V, AMZN, GOOGL, SYK |
| Q4 2024 | 276 | $573.5M | MSFT, AMZN, GOOGL, V, SYK |