EWM
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Evermay Wealth Management’s DuPont de Nemours DD Stock Holding History

Evermay Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.2K Hold
409
– – 0.01% 313
2025
Q4 		$49.3K Sell
409
-648
-61% -$72.9K 0.01% 323
2025
Q3 		$103K Buy
1,057
+159
+18% +$15K 0.01% 262
2025
Q2 		$77.3K Buy
898
+144
+19% +$12K 0.01% 293
2025
Q1 		$70.7K Buy
754
+67
+10% +$6.54K 0.01% 294
2024
Q4 		$65.7K Hold
687
– – 0.01% 294
2024
Q3 		$76.8K Sell
687
-48
-7% -$4.89K 0.01% 297
2024
Q2 		$74.2K Hold
735
– – 0.01% 305
2024
Q1 		$70.7K Sell
735
-4
-0.5% -$356 0.01% 320
2023
Q4 		$71.3K Buy
739
+4
+0.5% +$364 0.01% 293
2023
Q3 		$68.8K Sell
735
-79
-10% -$7.42K 0.01% 270
2023
Q2 		$73K Hold
814
– – 0.01% 276
2023
Q1 		$73.3K Sell
814
-136
-14% -$12.4K 0.01% 270
2022
Q4 		$81.8K Sell
950
-247
-21% -$19.7K 0.02% 242
2022
Q3 		$76K Hold
1,197
– – 0.02% 242
2022
Q2 		$84K Sell
1,197
-113
-9% -$9.25K 0.02% 232
2022
Q1 		$121K Sell
1,310
-600
-31% -$58.5K 0.02% 238
2021
Q4 		$194K Buy
1,910
+151
+9% +$14.4K 0.03% 175
2021
Q3 		$150K Sell
1,759
-363
-17% -$33.6K 0.03% 186
2021
Q2 		$206K Buy
2,122
+1
+0% +$100 0.04% 171
2021
Q1 		$206K Sell
2,121
-388
-15% -$37.2K 0.04% 169
2020
Q4 		$224K Buy
+2,509
New +$197K 0.05% 162
2019
Q2 		– Sell
-2,219
Closed -$300K – 148
2019
Q1 		$300K Sell
2,219
-50
-2% -$6.94K 0.08% 110
2018
Q4 		$307K Sell
2,269
-1,099
-33% -$158K 0.1% 97
2018
Q3 		$548K Sell
3,368
-155
-4% -$26.7K 0.17% 63
2018
Q2 		$588K Hold
3,523
– – 0.2% 57
2018
Q1 		$568K Buy
3,523
+9
+0.3% +$1.63K 0.2% 64
2017
Q4 		$634K Buy
3,514
+606
+21% +$109K 0.23% 52
2017
Q3 		$510K Buy
+2,908
New +$485K 0.22% 42

Other funds holding DD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evermay Wealth Management held its DuPont de Nemours (DD) position steady in Q1 2026 at 409 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #313.

Evermay Wealth Management first reported a position in DD in Q3 2017 and has held it in 29 quarters since. The position peaked at $634K in Q4 2017. 1,226 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Evermay Wealth Management held 409 shares of DuPont de Nemours worth $56.2K as of Q1 2026.
  • Evermay Wealth Management left its DuPont de Nemours share count unchanged in Q1 2026.
  • DuPont de Nemours made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Evermay Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and has held it in 29 quarters since.
  • Evermay Wealth Management's DuPont de Nemours position peaked at $634K in Q4 2017.
  • 1,226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

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