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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Evermay Wealth Management held its Fulton Financial (FULT) position steady in Q1 2026 at 11,979 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #176.

Evermay Wealth Management first reported a position in FULT in Q1 2018 and has held it in 33 quarters since. The position peaked at $379K in Q1 2018. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Evermay Wealth Management held 11,979 shares of Fulton Financial worth $244K as of Q1 2026.
Evermay Wealth Management left its Fulton Financial share count unchanged in Q1 2026.
Fulton Financial made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #176 holding.
Evermay Wealth Management first reported a position in Fulton Financial in Q1 2018 and has held it in 33 quarters since.
Evermay Wealth Management's Fulton Financial position peaked at $379K in Q1 2018.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

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