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Evermay Wealth Management’s Baxter International BAX Stock Holding History

Evermay Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03K Hold
240
– – ﹤0.01% 523
2025
Q4 		$4.59K Hold
240
– – ﹤0.01% 492
2025
Q3 		$5.46K Hold
240
– – ﹤0.01% 473
2025
Q2 		$7.27K Hold
240
– – ﹤0.01% 462
2025
Q1 		$8.22K Hold
240
– – ﹤0.01% 462
2024
Q4 		$7K Hold
240
– – ﹤0.01% 473
2024
Q3 		$9.11K Hold
240
– – ﹤0.01% 469
2024
Q2 		$8.03K Hold
240
– – ﹤0.01% 472
2024
Q1 		$10.3K Sell
240
-9
-4% -$366 ﹤0.01% 467
2023
Q4 		$9.63K Buy
249
+9
+4% +$318 ﹤0.01% 454
2023
Q3 		$9.06K Hold
240
– – ﹤0.01% 442
2023
Q2 		$10.9K Sell
240
-409
-63% -$17.8K ﹤0.01% 422
2023
Q1 		$26.3K Hold
649
– – 0.01% 347
2022
Q4 		$33.1K Sell
649
-1,156
-64% -$62.1K 0.01% 327
2022
Q3 		$98K Sell
1,805
-149
-8% -$8.96K 0.02% 216
2022
Q2 		$126K Buy
1,954
+305
+18% +$22.1K 0.02% 196
2022
Q1 		$128K Buy
1,649
+1,409
+587% +$118K 0.02% 227
2021
Q4 		$21K Hold
240
– – ﹤0.01% 351
2021
Q3 		$19K Sell
240
-1,200
-83% -$94.8K ﹤0.01% 340
2021
Q2 		$116K Buy
+1,440
New +$121K 0.02% 212

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evermay Wealth Management held its Baxter International (BAX) position steady in Q1 2026 at 240 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Evermay Wealth Management first reported a position in BAX in Q2 2021 and has held it in 20 quarters since. The position peaked at $128K in Q1 2022. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Evermay Wealth Management held 240 shares of Baxter International worth $4.03K as of Q1 2026.
  • Evermay Wealth Management left its Baxter International share count unchanged in Q1 2026.
  • Baxter International made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #523 holding.
  • Evermay Wealth Management first reported a position in Baxter International in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Baxter International position peaked at $128K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

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