Q1 2026 13F · SEC CIK 2065205

Evelyn Partners Investment Management Services Ltd

Asset managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $850.0M
Reported positions: 281
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Evelyn Partners Investment Management Services Ltd is an asset manager that reported 281 positions worth $850.0M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Astrazeneca PLC Ord (AZN, 11.4%), Alphabet Inc (GOOGL, 5.4%), Microsoft Corp (MSFT, 5.1%).

Evelyn Partners Investment Management Services Ltd holdings largest 50 of 281 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evelyn Partners Investment Management Services Ltd 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
AZNAstrazeneca PLC Ord	11.4%	—	498,147	—	$96.8M
GOOGLAlphabet Inc	5.4%	6.2%	160,848	+2.5%	$46.3M
MSFTMicrosoft Corp	5.1%	6.5%	117,766	+10.4%	$43.6M
AMZNAmazon Com Inc Com	4.7%	5.2%	193,160	+7.0%	$40.2M
VVisa Inc Com Cl A	3.4%	4.3%	96,281	-1.0%	$29.1M
NVDANvidia Corporation Com	3.3%	3.3%	161,309	+15.6%	$28.1M
BRK-BBerkshire Hathaway Inc Del	3.1%	3.1%	54,266	+9.3%	$26.0M
JNJJohnson & Johnson	3.0%	2.5%	103,098	+5.3%	$25.2M
TSMTaiwan Semiconductor Manufac	2.9%	3.5%	74,109	-19.3%	$25.0M
SYKStryker Corporation	2.7%	3.1%	70,182	+0.2%	$23.1M
CBChubb Limited Com	2.7%	2.6%	70,285	+4.1%	$22.9M
METAMeta Platforms Inc Class A	2.3%	2.5%	34,145	+13.5%	$19.5M
BKNGBooking Holdings Inc Com	2.3%	2.9%	4,620	+5.2%	$19.4M
AAPLApple Inc	1.9%	1.9%	64,657	+16.6%	$16.4M
GSGoldman Sachs Group Inc	1.7%	2.7%	16,672	-33.2%	$14.1M
MCDMcdonalds Corp Com	1.6%	2.0%	43,916	-15.6%	$13.6M
MAMastercard Inc.	1.6%	1.5%	26,864	+25.3%	$13.4M
WPMWheaton Precious Metals	1.6%	1.4%	102,110	+5.7%	$13.4M
CRHCrh PLC	1.5%	1.7%	120,667	+8.1%	$12.7M
ADPAutomatic Data Processing Inc Com	1.4%	1.9%	58,379	-2.8%	$11.9M
ISRGIntuitive Surgical Inc	1.3%	1.6%	23,884	+7.2%	$11.0M
ANETArista Networks Inc	1.2%	1.4%	85,717	+0.8%	$10.5M
FNVFranco Nev Corp	1.2%	1.0%	42,546	+6.8%	$10.5M
JPMJpmorgan Chase & Co	1.1%	0.9%	32,754	+39.2%	$9.6M
CEFSprott Asset Management LP	1.1%	1.1%	198,011	+2.3%	$9.4M
TMOThermo Fisher Scientific Inc	1.0%	2.1%	18,071	-38.3%	$8.9M
INTUIntuit	1.0%	0.9%	20,031	+80.2%	$8.7M
LLYLilly Eli & Co	1.0%	1.0%	8,949	+19.3%	$8.2M
DISDisney Walt Co	1.0%	2.2%	85,308	-45.9%	$8.2M
MDLZMondelez International Inc.	0.9%	1.0%	136,948	-10.6%	$7.9M
KOCoca Cola Co	0.8%	0.8%	91,443	+3.3%	$7.0M
SPGIS&P Global Inc.	0.8%	1.0%	15,919	+1.6%	$6.8M
TJXTjx Cos Inc New Com	0.8%	0.6%	42,268	+30.5%	$6.8M
NDAQNasdaq Inc	0.8%	0.8%	77,843	+18.1%	$6.6M
ZTSZoetis Inc	0.7%	1.1%	51,178	-24.1%	$6.0M
AJGGallagher Arthur J & Co	0.7%	—	27,000	—	$5.8M
LINLinde PLC	0.7%	0.8%	11,776	-17.5%	$5.8M
QQQInvesco Qqq Tr	0.7%	0.8%	10,000	+0.0%	$5.8M
APHAmphenol Corp	0.7%	—	45,599	—	$5.8M
VTVanguard Total World Stock Index Fund Et	0.6%	0.7%	39,602	-6.4%	$5.5M
LRCXLam Research Corp	0.6%	0.6%	24,941	-8.9%	$5.3M
CMECme Group Inc	0.6%	0.6%	17,910	+2.6%	$5.3M
WATWaters Corp.	0.6%	0.8%	16,715	-2.6%	$5.0M
AZOAutozone Inc	0.6%	0.6%	1,471	-2.2%	$5.0M
AVGOBroadcom Inc	0.6%	—	15,630	—	$4.8M
ACNAccenture PLC Ireland Shs Class A	0.6%	0.8%	24,081	-0.3%	$4.8M
IEXIdex Corp	0.5%	0.5%	23,574	+0.2%	$4.5M
GDXVaneck Gold Miners ETF	0.5%	0.5%	47,550	-2.6%	$4.4M
GLDSpdr Gold Shares	0.5%	0.6%	9,780	-20.5%	$4.2M
MKCMccormick & Co Inc	0.4%	0.6%	74,378	+0.0%	$3.8M

What Evelyn Partners Investment Management Services Ltd bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

INTU Intuit+80.2% shares
JPM Jpmorgan Chase & Co+39.2% shares
TJX Tjx Cos Inc New Com+30.5% shares
MA Mastercard Inc.+25.3% shares
LLY Lilly Eli & Co+19.3% shares
NDAQ Nasdaq Inc+18.1% shares
AAPL Apple Inc+16.6% shares
NVDA Nvidia Corporation Com+15.6% shares

Reduced

DIS Disney Walt Co-45.9% shares
TMO Thermo Fisher Scientific Inc-38.3% shares
GS Goldman Sachs Group Inc-33.2% shares
ZTS Zoetis Inc-24.1% shares
GLD Spdr Gold Shares-20.5% shares
TSM Taiwan Semiconductor Manufac-19.3% shares
LIN Linde PLC-17.5% shares
MCD Mcdonalds Corp Com-15.6% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.4% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$850.0M	281
Q4 2025	$798.3M	262
Q3 2025	$744.9M	266
Q2 2025	$666.0M	264

Questions about Evelyn Partners Investment Management Services Ltd's portfolio

What stocks does Evelyn Partners Investment Management Services Ltd own?

Evelyn Partners Investment Management Services Ltd's latest 13F, for Q1 2026 and filed May 15, 2026, lists 281 positions worth $850.0M. The largest are Astrazeneca PLC Ord (AZN) at 11.4%, Alphabet Inc (GOOGL) at 5.4%, Microsoft Corp (MSFT) at 5.1%, Amazon Com Inc Com (AMZN) at 4.7% and Visa Inc Com Cl A (V) at 3.4%.

What did Evelyn Partners Investment Management Services Ltd buy last quarter?

In Q1 2026, Evelyn Partners Investment Management Services Ltd added Intuit (INTU) (+80.2% shares), Jpmorgan Chase & Co (JPM) (+39.2% shares) and Tjx Cos Inc New Com (TJX) (+30.5% shares), compared with its Q4 2025 filing.

What did Evelyn Partners Investment Management Services Ltd sell last quarter?

In Q1 2026, Evelyn Partners Investment Management Services Ltd cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Colgate Palmolive Co (CL), cut from its top 50 Roper Technologies Inc Com (ROP), cut from its top 50 Procter & Gamble Co Com (PG), Disney Walt Co (DIS) (-45.9% shares), Thermo Fisher Scientific Inc (TMO) (-38.3% shares) and Goldman Sachs Group Inc (GS) (-33.2% shares), compared with its Q4 2025 filing.

When is Evelyn Partners Investment Management Services Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evelyn Partners Investment Management Services Ltd's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.