Evermay Wealth Management’s Boston Scientific BSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.6K	Buy	1,268 +49	+4%	+$3.92K	0.01%	277
2025 Q4	$116K	Hold	1,219	–	–	0.01%	247
2025 Q3	$119K	Hold	1,219	–	–	0.01%	245
2025 Q2	$131K	Buy	1,219 +800	+191%	+$80.9K	0.02%	238
2025 Q1	$42.3K	Hold	419	–	–	0.01%	341
2024 Q4	$37.4K	Hold	419	–	–	0.01%	340
2024 Q3	$35.1K	Hold	419	–	–	0.01%	357
2024 Q2	$32.3K	Hold	419	–	–	0.01%	375
2024 Q1	$28.7K	Sell	419 -374	-47%	-$24K	﹤0.01%	396
2023 Q4	$45.8K	Buy	793 +14	+2%	+$747	0.01%	335
2023 Q3	$41.1K	Buy	779 +16	+2%	+$839	0.01%	321
2023 Q2	$41.3K	Hold	763	–	–	0.01%	322
2023 Q1	$38.2K	Buy	763 +403	+112%	+$19K	0.01%	326
2022 Q4	$16.7K	Sell	360 -269	-43%	-$11.6K	﹤0.01%	379
2022 Q3	$24K	Hold	629	–	–	﹤0.01%	332
2022 Q2	$23K	Buy	629 +188	+43%	+$7.65K	﹤0.01%	333
2022 Q1	$20K	Buy	441 +269	+156%	+$11.7K	﹤0.01%	366
2021 Q4	$7K	Buy	+172	New	+$7.23K	﹤0.01%	424

Other funds holding BSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Evermay Wealth Management increased its Boston Scientific (BSX) stake by 4% in Q1 2026, buying an estimated $3.92K and bringing the position to 1,268 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #277.

Evermay Wealth Management first reported a position in BSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $131K in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

Evermay Wealth Management held 1,268 shares of Boston Scientific worth $79.6K as of Q1 2026.
Evermay Wealth Management bought 49 Boston Scientific shares in Q1 2026, an estimated $3.92K.
Boston Scientific made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #277 holding.
Evermay Wealth Management first reported a position in Boston Scientific in Q4 2021 and has held it in 18 quarters since.
Evermay Wealth Management's Boston Scientific position peaked at $131K in Q2 2025.
1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

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