Evermay Wealth Management
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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
Q3 		$5.76K Sell
240
-444
-65% -$10.9K ﹤0.01% 529
2026
Q2 		$14.6K Buy
684
+444
+185% +$8.28K ﹤0.01% 471
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 		$9.6K 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

Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evermay Wealth Management's BAX Position: Q3 2026 in Review

Evermay Wealth Management reduced its Baxter International (BAX) stake by 65% in Q3 2026, selling an estimated $10.9K and leaving 240 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Evermay Wealth Management first reported a position in BAX in Q2 2021 and has held it in 22 quarters since. The position peaked at $128K in Q1 2022. 380 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • Evermay Wealth Management held 240 shares of Baxter International worth $5.76K as of Q3 2026.
  • Evermay Wealth Management sold 444 Baxter International shares in Q3 2026, an estimated $10.9K.
  • Baxter International made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #529 holding.
  • Evermay Wealth Management first reported a position in Baxter International in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Baxter International position peaked at $128K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.