EVERMAY WEALTH MANAGEMENT LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, EVERMAY WEALTH MANAGEMENT LLC opened 23 positions, added to 32, reduced 48 and sold out of 43.
- Q4 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 1,327.
- Q2 2025: Stock UNITI GROUP INC; Country of operation United States; Class COM; Shares before 71.
- Q3 2024: Stock SANDY SPRING BANCORP INC; Country of operation United States; Class COM; Shares before 6,239.
- Q3 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 424.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1066816), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-04); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 1,327 | 1,227 | -100 | $103,374 | $49,326 | -$54,048 | 2026-01-22 |
|---|
| Q2 2025 | UNITI GROUP INC
CUSIP 91325V108 | United States | COM | 71 | 19 | -52 | $358 | $83 | -$275 | 2025-07-30 |
|---|
| Q3 2024 | SANDY SPRING BANCORP INC
CUSIP 800363103 | United States | COM | 6,239 | 900 | -5,339 | $151,983 | $28,233 | -$123,750 | 2024-10-25 |
|---|
| Q3 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 424 | 374 | -50 | $333,824 | $355,117 | +$21,293 | 2024-10-25 |
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| Q3 2024 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 800 | 712 | -88 | $280,384 | $273,280 | -$7,104 | 2024-10-25 |
|---|
| Q3 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 922 | 862 | -60 | $74,212 | $76,813 | +$2,601 | 2024-10-25 |
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| Q2 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 449 | 424 | -25 | $374,332 | $333,824 | -$40,508 | 2024-08-01 |
|---|
| Q2 2024 | DUN & BRADSTREET HLDGS INC
CUSIP 26484T106 | United States | COM | 3,645 | 168 | -3,477 | $36,596 | $1,556 | -$35,040 | 2024-08-01 |
|---|
| Q1 2024 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 5,985 | 5,856 | -129 | $1,360,436 | $1,279,302 | -$81,134 | 2024-05-14 |
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| Q1 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 235 | 234 | -1 | $184,300 | $227,585 | +$43,285 | 2024-05-14 |
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| Q1 2024 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 802 | 800 | -2 | $188,880 | $231,984 | +$43,104 | 2024-05-14 |
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| Q1 2024 | AVANGRID INC
CUSIP 05351W103 | United States | COM | 752 | 0 | -752 | $24,704 | $331 | -$24,373 | 2024-05-14 |
|---|
| Q1 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 3,663 | 3,500 | -163 | $95,641 | $75,915 | -$19,726 | 2024-05-14 |
|---|
| Q1 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 450 | 449 | -1 | $365,310 | $374,332 | +$9,022 | 2024-05-14 |
|---|
| Q1 2024 | PIONEER NAT RES CO
CUSIP 723787107 | United States | COM | 157 | 155 | -2 | $35,307 | $40,688 | +$5,381 | 2024-05-14 |
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| Q1 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 271 | 268 | -3 | $30,461 | $35,133 | +$4,672 | 2024-05-14 |
|---|
| Q1 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 927 | 922 | -5 | $71,315 | $70,690 | -$625 | 2024-05-14 |
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| Q1 2024 | TE CONNECTIVITY LTD
CUSIP H84989104 | | SHS | 103 | 100 | -3 | $14,472 | $14,524 | +$52 | 2024-05-14 |
|---|
| Q3 2016 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 69,969 | 65,844 | -4,125 | $2,203,000 | $1,950,000 | -$253,000 | 2016-11-01 |
|---|
| Q3 2016 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 4,197 | 4,029 | -168 | $547,000 | $554,000 | +$7,000 | 2016-11-01 |
|---|
| Q3 2016 | CELGENE CORP
CUSIP 151020104 | | COM | 2,393 | 2,293 | -100 | $236,000 | $240,000 | +$4,000 | 2016-11-01 |
|---|
| Q2 2016 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 73,252 | 69,969 | -3,283 | $2,329,000 | $2,203,000 | -$126,000 | 2016-08-03 |
|---|
| Q2 2016 | MAGELLAN MIDSTREAM PRTNRS LP
CUSIP 559080106 | | COM UNIT RP LP | 4,638 | 4,364 | -274 | $319,000 | $332,000 | +$13,000 | 2016-08-03 |
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| Q1 2016 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 2,645 | 2,510 | -135 | $225,000 | $211,000 | -$14,000 | 2016-05-09 |
|---|
| Q4 2015 | MAGELLAN MIDSTREAM PRTNRS LP
CUSIP 559080106 | | COM UNIT RP LP | 6,480 | 4,638 | -1,842 | $390,000 | $315,000 | -$75,000 | 2016-02-05 |
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| Q4 2015 | CELGENE CORP
CUSIP 151020104 | | COM | 2,531 | 2,052 | -479 | $274,000 | $246,000 | -$28,000 | 2016-02-05 |
|---|
| Q3 2015 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 61,874 | 61,690 | -184 | $1,644,000 | $1,556,000 | -$88,000 | 2015-11-03 |
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| Q3 2015 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 2,950 | 2,535 | -415 | $249,000 | $211,000 | -$38,000 | 2015-11-03 |
|---|
| Q2 2015 | PRECISION CASTPARTS CORP
CUSIP 740189105 | | COM | 1,162 | 1,080 | -82 | $244,000 | $216,000 | -$28,000 | 2015-08-06 |
|---|
| Q2 2015 | GOOGLE INC
CUSIP 38259P508 | | CL A | 466 | 456 | -10 | $258,000 | $246,000 | -$12,000 | 2015-08-06 |
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| Q1 2015 | PRECISION CASTPARTS CORP
CUSIP 740189105 | | COM | 1,287 | 1,162 | -125 | $310,000 | $244,000 | -$66,000 | 2015-04-30 |
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| Q1 2015 | HEALTH CARE REIT INC
CUSIP 42217K106 | | COM | 4,585 | 4,547 | -38 | $347,000 | $352,000 | +$5,000 | 2015-04-30 |
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| Q4 2014 | SIGMA ALDRICH CORP
CUSIP 826552101 | | COM | 3,657 | 2,307 | -1,350 | $497,000 | $317,000 | -$180,000 | 2015-02-04 |
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| Q4 2014 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 55,246 | 52,931 | -2,315 | $1,415,000 | $1,338,000 | -$77,000 | 2015-02-04 |
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| Q4 2014 | BB&T CORP
CUSIP 054937107 | | COM | 10,941 | 9,086 | -1,855 | $407,000 | $353,000 | -$54,000 | 2015-02-04 |
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| Q4 2014 | PRECISION CASTPARTS CORP
CUSIP 740189105 | | COM | 1,452 | 1,287 | -165 | $344,000 | $310,000 | -$34,000 | 2015-02-04 |
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| Q4 2014 | CELGENE CORP
CUSIP 151020104 | | COM | 2,558 | 2,458 | -100 | $242,000 | $275,000 | +$33,000 | 2015-02-04 |
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| Q4 2014 | E M C CORP MASS
CUSIP 268648102 | | COM | 8,171 | 7,755 | -416 | $239,000 | $231,000 | -$8,000 | 2015-02-04 |
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| Q3 2014 | GENERAL ELECTRIC CO
CUSIP 369604103 | United States | COM | 55,720 | 55,246 | -474 | $1,464,000 | $1,415,000 | -$49,000 | 2014-11-04 |
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| Q3 2014 | BB&T CORP
CUSIP 054937107 | | COM | 10,943 | 10,941 | -2 | $431,000 | $407,000 | -$24,000 | 2014-11-04 |
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| Q3 2014 | NATIONAL OILWELL VARCO INC
CUSIP 637071101 | | COM | 2,774 | 2,740 | -34 | $228,000 | $209,000 | -$19,000 | 2014-11-04 |
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| Q3 2014 | E M C CORP MASS
CUSIP 268648102 | | COM | 9,025 | 8,171 | -854 | $238,000 | $239,000 | +$1,000 | 2014-11-04 |
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| Q2 2014 | E M C CORP MASS
CUSIP 268648102 | | COM | 9,425 | 9,025 | -400 | $259,000 | $238,000 | -$21,000 | 2014-08-06 |
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| Q2 2014 | PRECISION CASTPARTS CORP
CUSIP 740189105 | | COM | 1,512 | 1,452 | -60 | $382,000 | $366,000 | -$16,000 | 2014-08-06 |
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| Q2 2014 | SIGMA ALDRICH CORP
CUSIP 826552101 | | COM | 3,857 | 3,657 | -200 | $360,000 | $371,000 | +$11,000 | 2014-08-06 |
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| Q2 2014 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 2,510 | 2,450 | -60 | $247,000 | $251,000 | +$4,000 | 2014-08-06 |
|---|
| Q1 2014 | HEALTH CARE REIT INC
CUSIP 42217K106 | | COM | 7,453 | 4,485 | -2,968 | $399,000 | $267,000 | -$132,000 | 2014-05-09 |
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| Q1 2014 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 2,573 | 2,510 | -63 | $235,000 | $247,000 | +$12,000 | 2014-05-09 |
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