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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

PM holding history

Philip Morris International Inc. 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.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
1,100
Value
$200.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,100$200.0K<0.1%00.0%UnchangedHolders
Q1 20261,100$182.9K<0.1%00.0%UnchangedHolders
Q4 20251,100$177.4K<0.1%00.0%UnchangedHolders
Q3 20251,100$178.4K<0.1%−74−6.3%ReducedHolders
Q2 20251,174$214.7K<0.1%+193+19.7%AddedHolders
Q1 2025981$156.6K<0.1%00.0%UnchangedHolders
Q4 2024981$119.0K<0.1%−17−1.7%ReducedHolders
Q3 2024998$122.1K<0.1%00.0%UnchangedHolders
Q2 2024998$102.0K<0.1%−5−0.5%ReducedHolders
Q1 20241,003$92.8K<0.1%−14−1.4%ReducedHolders
Q4 20231,017$98.4K<0.1%−1,406−58.0%ReducedHolders
Q3 20232,423$227.1K<0.1%00.0%UnchangedHolders
Q2 20232,423$239.2K<0.1%+17+0.7%AddedHolders
Q1 20232,406$236.7K<0.1%00.0%UnchangedHolders
Q4 20222,406$246.2K0.1%−30−1.2%ReducedHolders
Q3 20222,436$205.0K<0.1%−15−0.6%ReducedHolders
Q2 20222,451$245.0K<0.1%00.0%UnchangedHolders
Q1 20222,451$230.0K<0.1%−1,300−34.7%ReducedHolders
Q4 20213,751$356.0K0.1%+679+22.1%AddedHolders
Q3 20213,072$291.0K0.1%−2,930−48.8%ReducedHolders
Q2 20216,002$595.0K0.1%00.0%UnchangedHolders
Q1 20216,002$533.0K0.1%––Holders

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