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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

BAC holding history

Bank of America Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
7,925
Value
$451.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,925$451.6K<0.1%−27−0.3%ReducedHolders
Q1 20267,952$387.7K<0.1%−185−2.3%ReducedHolders
Q4 20258,137$447.5K0.1%−120−1.5%ReducedHolders
Q3 20258,257$426.0K<0.1%−924−10.1%ReducedHolders
Q2 20259,181$434.4K0.1%+471+5.4%AddedHolders
Q1 20258,710$363.5K<0.1%+565+6.9%AddedHolders
Q4 20248,145$358.0K0.1%−583−6.7%ReducedHolders
Q3 20248,728$346.3K0.1%−200−2.2%ReducedHolders
Q2 20248,928$355.1K0.1%00.0%UnchangedHolders
Q1 20248,928$338.6K0.1%−68−0.8%ReducedHolders
Q4 20238,996$302.9K0.1%−767−7.9%ReducedHolders
Q3 20239,763$267.3K0.1%−172−1.7%ReducedHolders
Q2 20239,935$285.0K0.1%−565−5.4%ReducedHolders
Q1 202310,500$300.3K0.1%−1,265−10.8%ReducedHolders
Q4 202211,765$389.7K0.1%−1,450−11.0%ReducedHolders
Q3 202213,215$399.0K0.1%+200+1.5%AddedHolders
Q2 202213,015$405.0K0.1%−570−4.2%ReducedHolders
Q1 202213,585$560.0K0.1%−680−4.8%ReducedHolders
Q4 202114,265$635.0K0.1%00.0%UnchangedHolders
Q3 202114,265$606.0K0.1%−650−4.4%ReducedHolders
Q2 202114,915$615.0K0.1%+150+1.0%AddedHolders
Q1 202114,765$571.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.