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Evermay Wealth Management’s Annaly Capital Management NLY Stock Holding History

Evermay Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9K Hold
500
– – ﹤0.01% 456
2025
Q4 		$11.5K Hold
500
– – ﹤0.01% 431
2025
Q3 		$10.5K Hold
500
– – ﹤0.01% 441
2025
Q2 		$9.76K Hold
500
– – ﹤0.01% 449
2025
Q1 		$10.5K Hold
500
– – ﹤0.01% 442
2024
Q4 		$9.47K Hold
500
– – ﹤0.01% 451
2024
Q3 		$10.4K Hold
500
– – ﹤0.01% 460
2024
Q2 		$9.86K Sell
500
-962
-66% -$18.7K ﹤0.01% 456
2024
Q1 		$29.7K Hold
1,462
– – ﹤0.01% 391
2023
Q4 		$29.3K Hold
1,462
– – 0.01% 368
2023
Q3 		$28.5K Hold
1,462
– – 0.01% 351
2023
Q2 		$30.2K Hold
1,462
– – 0.01% 352
2023
Q1 		$28.9K Hold
1,462
– – 0.01% 343
2022
Q4 		$32.1K Buy
1,462
+962
+192% +$18.9K 0.01% 332
2022
Q3 		$9K Hold
500
– – ﹤0.01% 408
2022
Q2 		$12K Hold
500
– – ﹤0.01% 382
2022
Q1 		$14K Buy
+500
New +$14.9K ﹤0.01% 386

Other funds holding NLY

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evermay Wealth Management held its Annaly Capital Management (NLY) position steady in Q1 2026 at 500 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Evermay Wealth Management first reported a position in NLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $32.1K in Q4 2022. 769 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Evermay Wealth Management held 500 shares of Annaly Capital Management worth $10.9K as of Q1 2026.
  • Evermay Wealth Management left its Annaly Capital Management share count unchanged in Q1 2026.
  • Annaly Capital Management made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #456 holding.
  • Evermay Wealth Management first reported a position in Annaly Capital Management in Q1 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Annaly Capital Management position peaked at $32.1K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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