Evermay Wealth Management’s Akamai AKAM Stock Holding History

Evermay Wealth Management’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-200	Closed	-$16K	–	563
2025 Q2	$16K	Buy	+200	New	+$15.5K	﹤0.01%	407
2024 Q1	–	Sell	-3	Closed	-$356	–	614
2023 Q4	$356	Buy	+3	New	+$334	﹤0.01%	614
2022 Q4	–	Sell	-1,035	Closed	-$83K	–	568
2022 Q3	$83K	Hold	1,035	–	–	0.02%	234
2022 Q2	$95K	Sell	1,035 -1,980	-66%	-$206K	0.02%	224
2022 Q1	$360K	Sell	3,015 -173	-5%	-$19.4K	0.06%	138
2021 Q4	$373K	Hold	3,188	–	–	0.07%	121
2021 Q3	$333K	Hold	3,188	–	–	0.06%	121
2021 Q2	$372K	Sell	3,188 -930	-23%	-$104K	0.07%	121
2021 Q1	$420K	Hold	4,118	–	–	0.08%	107
2020 Q4	$432K	Buy	4,118 +1,035	+34%	+$108K	0.1%	100
2020 Q3	$341K	Hold	3,083	–	–	0.08%	109
2020 Q2	$330K	Buy	3,083 +240	+8%	+$24.1K	0.09%	107
2020 Q1	$260K	Hold	2,843	–	–	0.08%	116
2019 Q4	$246K	Buy	+2,843	New	+$249K	0.06%	140

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return