Evermay Wealth Management’s Fulton Financial FULT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163K	Sell	6,740 -5,239	-44%	-$115K	0.02%	225
2026 Q1	$244K	Hold	11,979	–	–	0.03%	176
2025 Q4	$234K	Hold	11,979	–	–	0.03%	180
2025 Q3	$223K	Hold	11,979	–	–	0.03%	186
2025 Q2	$216K	Hold	11,979	–	–	0.03%	186
2025 Q1	$217K	Hold	11,979	–	–	0.03%	180
2024 Q4	$233K	Hold	11,979	–	–	0.04%	179
2024 Q3	$217K	Hold	11,979	–	–	0.03%	189
2024 Q2	$203K	Hold	11,979	–	–	0.03%	195
2024 Q1	$192K	Hold	11,979	–	–	0.03%	205
2023 Q4	$199K	Hold	11,979	–	–	0.04%	180
2023 Q3	$147K	Hold	11,979	–	–	0.03%	195
2023 Q2	$145K	Hold	11,979	–	–	0.03%	205
2023 Q1	$167K	Hold	11,979	–	–	0.03%	192
2022 Q4	$203K	Hold	11,979	–	–	0.04%	165
2022 Q3	$191K	Hold	11,979	–	–	0.04%	165
2022 Q2	$175K	Hold	11,979	–	–	0.03%	171
2022 Q1	$199K	Hold	11,979	–	–	0.03%	191
2021 Q4	$204K	Hold	11,979	–	–	0.04%	169
2021 Q3	$183K	Hold	11,979	–	–	0.04%	169
2021 Q2	$189K	Hold	11,979	–	–	0.04%	179
2021 Q1	$204K	Hold	11,979	–	–	0.04%	172
2020 Q4	$152K	Hold	11,979	–	–	0.03%	171
2020 Q3	$112K	Hold	11,979	–	–	0.03%	157
2020 Q2	$126K	Hold	11,979	–	–	0.03%	152
2020 Q1	$138K	Hold	11,979	–	–	0.04%	135
2019 Q4	$209K	Hold	11,979	–	–	0.05%	157
2019 Q3	$194K	Sell	11,979 -4,866	-29%	-$79.2K	0.05%	147
2019 Q2	$276K	Sell	16,845 -4,866	-22%	-$80.1K	0.08%	123
2019 Q1	$336K	Hold	21,711	–	–	0.1%	105
2018 Q4	$336K	Hold	21,711	–	–	0.11%	90
2018 Q3	$361K	Hold	21,711	–	–	0.11%	98
2018 Q2	$358K	Buy	21,711 +373	+2%	+$6.47K	0.12%	93
2018 Q1	$379K	Buy	+21,338	New	+$394K	0.13%	86

Other funds holding FULT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Evermay Wealth Management's FULT Position: Q2 2026 in Review

Evermay Wealth Management reduced its Fulton Financial (FULT) stake by 44% in Q2 2026, selling an estimated $115K and leaving 6,740 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #225.

Evermay Wealth Management first reported a position in FULT in Q1 2018 and has held it in 34 quarters since. The position peaked at $379K in Q1 2018. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

Evermay Wealth Management held 6,740 shares of Fulton Financial worth $163K as of Q2 2026.
Evermay Wealth Management sold 5,239 Fulton Financial shares in Q2 2026, an estimated $115K.
Fulton Financial made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #225 holding.
Evermay Wealth Management first reported a position in Fulton Financial in Q1 2018 and has held it in 34 quarters since.
Evermay Wealth Management's Fulton Financial position peaked at $379K in Q1 2018.
376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.