EWM
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Evermay Wealth Management’s D.R. Horton DHI Stock Holding History

Evermay Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$614K Hold
4,471
– – 0.07% 114
2025
Q4 		$644K Sell
4,471
-137
-3% -$20.9K 0.07% 112
2025
Q3 		$781K Sell
4,608
-465
-9% -$73.1K 0.09% 100
2025
Q2 		$654K Buy
5,073
+110
+2% +$13.5K 0.08% 112
2025
Q1 		$631K Hold
4,963
– – 0.08% 106
2024
Q4 		$694K Hold
4,963
– – 0.11% 103
2024
Q3 		$947K Sell
4,963
-85
-2% -$14.9K 0.15% 83
2024
Q2 		$711K Hold
5,048
– – 0.11% 101
2024
Q1 		$831K Sell
5,048
-113
-2% -$16.9K 0.13% 90
2023
Q4 		$784K Sell
5,161
-107
-2% -$13.2K 0.14% 73
2023
Q3 		$566K Hold
5,268
– – 0.12% 88
2023
Q2 		$641K Sell
5,268
-110
-2% -$12K 0.12% 84
2023
Q1 		$525K Sell
5,378
-110
-2% -$10.5K 0.11% 95
2022
Q4 		$489K Sell
5,488
-220
-4% -$17.6K 0.1% 100
2022
Q3 		$384K Sell
5,708
-600
-10% -$44.1K 0.08% 112
2022
Q2 		$418K Sell
6,308
-573
-8% -$40.3K 0.08% 103
2022
Q1 		$513K Buy
6,881
+245
+4% +$21.2K 0.09% 107
2021
Q4 		$720K Sell
6,636
-1
-0% -$96 0.13% 63
2021
Q3 		$557K Sell
6,637
-2,115
-24% -$195K 0.11% 78
2021
Q2 		$791K Hold
8,752
– – 0.15% 63
2021
Q1 		$780K Hold
8,752
– – 0.16% 63
2020
Q4 		$603K Sell
8,752
-790
-8% -$57.6K 0.13% 72
2020
Q3 		$722K Sell
9,542
-300
-3% -$20.5K 0.18% 62
2020
Q2 		$546K Sell
9,842
-2,875
-23% -$139K 0.14% 74
2020
Q1 		$432K Buy
12,717
+1,835
+17% +$95.3K 0.13% 79
2019
Q4 		$574K Buy
10,882
+1,125
+12% +$60.1K 0.14% 79
2019
Q3 		$514K Buy
9,757
+1,546
+19% +$73.8K 0.14% 76
2019
Q2 		$354K Hold
8,211
– – 0.1% 102
2019
Q1 		$340K Buy
8,211
+401
+5% +$15.7K 0.1% 103
2018
Q4 		$271K Buy
7,810
+211
+3% +$7.69K 0.09% 110
2018
Q3 		$321K Buy
7,599
+630
+9% +$27.3K 0.1% 108
2018
Q2 		$286K Buy
6,969
+350
+5% +$15.1K 0.1% 107
2018
Q1 		$290K Sell
6,619
-2
-0% -$93 0.1% 103
2017
Q4 		$338K Hold
6,621
– – 0.12% 90
2017
Q3 		$264K Buy
6,621
+28
+0.4% +$1.02K 0.11% 76
2017
Q2 		$228K Sell
6,593
-850
-11% -$28.4K 0.1% 88
2017
Q1 		$248K Hold
7,443
– – 0.11% 82
2016
Q4 		$203K Sell
7,443
-860
-10% -$24.6K 0.1% 78
2016
Q3 		$251K Buy
8,303
+150
+2% +$4.82K 0.13% 63
2016
Q2 		$257K Hold
8,153
– – 0.13% 61
2016
Q1 		$246K Buy
+8,153
New +$224K 0.14% 63

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evermay Wealth Management held its D.R. Horton (DHI) position steady in Q1 2026 at 4,471 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #114.

Evermay Wealth Management first reported a position in DHI in Q1 2016 and has held it in 41 quarters since. The position peaked at $947K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Evermay Wealth Management held 4,471 shares of D.R. Horton worth $614K as of Q1 2026.
  • Evermay Wealth Management left its D.R. Horton share count unchanged in Q1 2026.
  • D.R. Horton made up 0.07% of Evermay Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Evermay Wealth Management first reported a position in D.R. Horton in Q1 2016 and has held it in 41 quarters since.
  • Evermay Wealth Management's D.R. Horton position peaked at $947K in Q3 2024.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

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