EWM
AMWD

Evermay Wealth Management’s American Woodmark AMWD Stock Holding History

Evermay Wealth Management’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.9K Hold
600
– – ﹤0.01% 377
2025
Q4 		$32.3K Hold
600
– – ﹤0.01% 349
2025
Q3 		$40.1K Hold
600
– – ﹤0.01% 338
2025
Q2 		$32K Hold
600
– – ﹤0.01% 348
2025
Q1 		$35.3K Hold
600
– – ﹤0.01% 349
2024
Q4 		$47.7K Hold
600
– – 0.01% 327
2024
Q3 		$56.1K Hold
600
– – 0.01% 327
2024
Q2 		$47.2K Hold
600
– – 0.01% 351
2024
Q1 		$61K Hold
600
– – 0.01% 335
2023
Q4 		$55.7K Hold
600
– – 0.01% 320
2023
Q3 		$45.4K Hold
600
– – 0.01% 317
2023
Q2 		$45.8K Hold
600
– – 0.01% 316
2023
Q1 		$31.2K Hold
600
– – 0.01% 339
2022
Q4 		$29.3K Hold
600
– – 0.01% 339
2022
Q3 		$26K Hold
600
– – 0.01% 324
2022
Q2 		$27K Sell
600
-200
-25% -$9.66K 0.01% 321
2022
Q1 		$39K Hold
800
– – 0.01% 320
2021
Q4 		$52K Hold
800
– – 0.01% 269
2021
Q3 		$52K Hold
800
– – 0.01% 259
2021
Q2 		$65K Buy
+800
New +$74.9K 0.01% 257

Other funds holding AMWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return