Evermay Wealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$213K Sell
875
-440
-33% -$122K 0.02% 188
2025
Q4
$460K Buy
1,315
+7
+0.5% +$2.38K 0.05% 131
2025
Q3
$461K Hold
1,308
0.05% 132
2025
Q2
$506K Hold
1,308
0.06% 124
2025
Q1
$502K Hold
1,308
0.07% 122
2024
Q4
$582K Buy
1,308
+280
+27% +$139K 0.09% 117
2024
Q3
$532K Sell
1,028
-186
-15% -$102K 0.09% 119
2024
Q2
$674K Hold
1,214
0.11% 104
2024
Q1
$613K Sell
1,214
-4
-0.3% -$2.29K 0.09% 116
2023
Q4
$727K Buy
1,218
+140
+13% +$80.7K 0.13% 82
2023
Q3
$550K Hold
1,078
0.11% 93
2023
Q2
$527K Hold
1,078
0.1% 100
2023
Q1
$415K Hold
1,078
0.08% 109
2022
Q4
$363K Hold
1,078
0.07% 120
2022
Q3
$297K Hold
1,078
0.06% 133
2022
Q2
$395K Sell
1,078
-25
-2% -$10.2K 0.08% 109
2022
Q1
$503K Sell
1,103
-40
-3% -$19.2K 0.08% 110
2021
Q4
$648K Sell
1,143
-109
-9% -$68.1K 0.12% 72
2021
Q3
$721K Buy
1,252
+9
+0.7% +$5.67K 0.14% 59
2021
Q2
$728K Hold
1,243
0.13% 67
2021
Q1
$591K Sell
1,243
-10
-0.8% -$4.67K 0.12% 76
2020
Q4
$627K Sell
1,253
-246
-16% -$119K 0.14% 69
2020
Q3
$735K Sell
1,499
-30
-2% -$14K 0.18% 59
2020
Q2
$666K Hold
1,529
0.18% 63
2020
Q1
$487K Hold
1,529
0.15% 68
2019
Q4
$504K Hold
1,529
0.12% 88
2019
Q3
$422K Sell
1,529
-15
-1% -$4.38K 0.12% 90
2019
Q2
$455K Hold
1,544
0.13% 82
2019
Q1
$411K Sell
1,544
-45
-3% -$11.3K 0.12% 86
2018
Q4
$359K Hold
1,589
0.12% 85
2018
Q3
$429K Sell
1,589
-20
-1% -$5.16K 0.13% 84
2018
Q2
$392K Sell
1,609
-44
-3% -$10.4K 0.13% 83
2018
Q1
$357K Sell
1,653
-100
-6% -$20.3K 0.12% 92
2017
Q4
$307K Buy
+1,753
New +$302K 0.11% 100
2015
Q4
Sell
-3,174
Closed -$261K 77
2015
Q3
$261K Hold
3,174
0.16% 65
2015
Q2
$257K Hold
3,174
0.15% 67
2015
Q1
$235K Hold
3,174
0.14% 76
2014
Q4
$231K Sell
3,174
-200
-6% -$14K 0.15% 76
2014
Q3
$233K Hold
3,374
0.2% 71
2014
Q2
$244K Buy
+3,374
New +$218K 0.21% 69

Other funds holding ADBE

Evermay Wealth Management's ADBE Position: Q1 2026 in Review

Evermay Wealth Management reduced its Adobe (ADBE) stake by 33% in Q1 2026, selling an estimated $122K and leaving 875 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #188.

Evermay Wealth Management first reported a position in ADBE in Q2 2014 and has held it in 40 quarters since. The position peaked at $735K in Q3 2020. 2,180 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Evermay Wealth Management held 875 shares of Adobe worth $213K as of Q1 2026.
  • Evermay Wealth Management sold 440 Adobe shares in Q1 2026, an estimated $122K.
  • Adobe made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #188 holding.
  • Evermay Wealth Management first reported a position in Adobe in Q2 2014 and has held it in 40 quarters since.
  • Evermay Wealth Management's Adobe position peaked at $735K in Q3 2020.
  • 2,180 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.