Evermay Wealth Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$62.9K Buy
476
+97
+26% +$13K 0.01% 300
2025
Q4
$48.4K Sell
379
-46
-11% -$5.73K 0.01% 326
2025
Q3
$48.7K Hold
425
0.01% 327
2025
Q2
$44.7K Hold
425
0.01% 329
2025
Q1
$47.5K Hold
425
0.01% 324
2024
Q4
$44.9K Hold
425
0.01% 329
2024
Q3
$53.7K Hold
425
0.01% 332
2024
Q2
$47.7K Hold
425
0.01% 349
2024
Q1
$55.3K Sell
425
-8
-2% -$1.04K 0.01% 344
2023
Q4
$57.7K Sell
433
-17
-4% -$1.93K 0.01% 314
2023
Q3
$50.5K Buy
450
+25
+6% +$3.06K 0.01% 304
2023
Q2
$52.1K Sell
425
-190
-31% -$23.4K 0.01% 306
2023
Q1
$76.7K Sell
615
-75
-11% -$9.22K 0.02% 263
2022
Q4
$77.8K Hold
690
0.02% 253
2022
Q3
$70K Sell
690
-35
-5% -$4.34K 0.01% 252
2022
Q2
$85K Sell
725
-100
-12% -$13.8K 0.02% 231
2022
Q1
$133K Hold
825
0.02% 223
2021
Q4
$139K Sell
825
-50
-6% -$7.46K 0.02% 196
2021
Q3
$110K Sell
875
-160
-15% -$20.8K 0.02% 209
2021
Q2
$124K Buy
+1,035
New +$121K 0.02% 207

Other funds holding PLD

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

Evermay Wealth Management increased its Prologis (PLD) stake by 26% in Q1 2026, buying an estimated $13K and bringing the position to 476 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Evermay Wealth Management first reported a position in PLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $139K in Q4 2021. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Evermay Wealth Management held 476 shares of Prologis worth $62.9K as of Q1 2026.
  • Evermay Wealth Management bought 97 Prologis shares in Q1 2026, an estimated $13K.
  • Prologis made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Evermay Wealth Management first reported a position in Prologis in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Prologis position peaked at $139K in Q4 2021.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

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