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Allred Capital Management’s Edwards Lifesciences EW Stock Holding History

Allred Capital Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$705K Buy
8,805
+2,846
+48% +$235K 0.26% 84
2025
Q4 		$508K Sell
5,959
-100
-2% -$8.21K 0.18% 105
2025
Q3 		$471K Buy
6,059
+765
+14% +$59.8K 0.16% 115
2025
Q2 		$414K Buy
5,294
+162
+3% +$12.1K 0.15% 111
2025
Q1 		$372K Sell
5,132
-2,234
-30% -$160K 0.15% 126
2024
Q4 		$545K Sell
7,366
-1,729
-19% -$121K 0.21% 99
2024
Q3 		$600K Buy
9,095
+11
+0.1% +$799 0.24% 92
2024
Q2 		$839K Buy
9,084
+1,103
+14% +$97.7K 0.32% 73
2024
Q1 		$763K Buy
7,981
+2,400
+43% +$202K 0.3% 77
2023
Q4 		$426K Hold
5,581
– – 0.19% 115
2023
Q3 		$387K Buy
5,581
+1,336
+31% +$107K 0.19% 102
2023
Q2 		$400K Buy
4,245
+42
+1% +$3.65K 0.2% 98
2023
Q1 		$348K Buy
4,203
+1
+0% +$79 0.18% 103
2022
Q4 		$314K Hold
4,202
– – 0.17% 109
2022
Q3 		$347K Hold
4,202
– – 0.22% 96
2022
Q2 		$399K Hold
4,202
– – 0.25% 92
2022
Q1 		$494K Sell
4,202
-559
-12% -$62.7K 0.26% 94
2021
Q4 		$616K Buy
4,761
+209
+5% +$24.4K 0.3% 84
2021
Q3 		$515K Sell
4,552
-206
-4% -$23.5K 0.27% 96
2021
Q2 		$492K Buy
4,758
+954
+25% +$89.9K 0.24% 108
2021
Q1 		$318K Buy
3,804
+217
+6% +$18.3K 0.14% 146
2020
Q4 		$327K Buy
3,587
+464
+15% +$38.5K 0.18% 129
2020
Q3 		$249K Buy
+3,123
New +$244K 0.15% 138
2020
Q1 		– Sell
-756
Closed -$58.8K – 315
2019
Q4 		$58.8K Buy
+756
New +$59K 0.03% 317

Other funds holding EW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Allred Capital Management's EW Position: Q1 2026 in Review

Allred Capital Management increased its Edwards Lifesciences (EW) stake by 48% in Q1 2026, buying an estimated $235K and bringing the position to 8,805 shares worth $705K. The position accounts for 0.26% of the portfolio, ranked #84.

Allred Capital Management first reported a position in EW in Q4 2019 and has held it in 24 quarters since. The position peaked at $839K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Allred Capital Management held 8,805 shares of Edwards Lifesciences worth $705K as of Q1 2026.
  • Allred Capital Management bought 2,846 Edwards Lifesciences shares in Q1 2026, an estimated $235K.
  • Edwards Lifesciences made up 0.26% of Allred Capital Management's portfolio in Q1 2026, its #84 holding.
  • Allred Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 24 quarters since.
  • Allred Capital Management's Edwards Lifesciences position peaked at $839K in Q2 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.