Position in BAX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,582
+$10,550 QoQ
Shares Held
684
+185.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 682 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $453,865 across 7 Medical Instruments & Supplies names. BAX ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
804 | $319,734 | |
| 2 | COO |
Cooper Companies, Inc.
|
1,216 | $87,199 | |
| 3 | BDX |
Becton Dickinson & Co
|
154 | $23,304 | |
| 4 | BAX |
Baxter International Inc
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|
684 | $14,582 | |
| 5 | SOLV |
Solventum Corp
|
89 | $6,866 | |
| 6 | XRAY |
DENTSPLY SIRONA Inc.
|
200 | $2,122 | |
| 7 | EMBC |
Embecta Corp.
|
18 | $58 |
All Filings in BAX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,582 | 684 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,032 | 240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,586 | 240 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,464 | 240 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,267 | 240 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,215 | 240 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,998 | 240 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,112 | 240 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,028 | 240 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $10,257 | 240 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,626 | 249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,057 | 240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,934 | 240 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $26,323 | 649 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,079 | 649 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $97,217 | 1,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $125,505 | 1,954 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $127,863 | 1,649 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,601 | 240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,303 | 240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $115,920 | 1,440 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||