AIM
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Anchor Investment Management’s Edwards Lifesciences EW Stock Holding History

Anchor Investment 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 		$902K Sell
11,269
-419
-4% -$34.5K 0.08% 205
2025
Q4 		$996K Sell
11,688
-346
-3% -$28.4K 0.08% 199
2025
Q3 		$936K Sell
12,034
-427
-3% -$33.4K 0.08% 197
2025
Q2 		$975K Sell
12,461
-29,279
-70% -$2.18M 0.09% 192
2025
Q1 		$3.03M Buy
41,740
+393
+1% +$28.1K 0.28% 95
2024
Q4 		$3.06M Buy
41,347
+4,623
+13% +$324K 0.29% 96
2024
Q3 		$2.42M Sell
36,724
-1,311
-3% -$95.3K 0.23% 110
2024
Q2 		$3.51M Sell
38,035
-800
-2% -$70.8K 0.36% 72
2024
Q1 		$3.71M Buy
38,835
+649
+2% +$54.5K 0.39% 69
2023
Q4 		$2.91M Buy
38,186
+9,160
+32% +$637K 0.33% 85
2023
Q3 		$2.01M Buy
29,026
+191
+0.7% +$15.3K 0.26% 99
2023
Q2 		$2.72M Sell
28,835
-3,009
-9% -$262K 0.35% 76
2023
Q1 		$2.63M Buy
31,844
+455
+1% +$35.8K 0.36% 76
2022
Q4 		$2.34M Buy
31,389
+1,179
+4% +$90.9K 0.34% 84
2022
Q3 		$2.5M Sell
30,210
-1,302
-4% -$125K 0.39% 70
2022
Q2 		$3M Buy
31,512
+8
+0% +$828 0.43% 62
2022
Q1 		$3.71M Buy
31,504
+453
+1% +$50.8K 0.47% 60
2021
Q4 		$4.02M Buy
31,051
+82
+0.3% +$9.56K 0.5% 57
2021
Q3 		$3.51M Sell
30,969
-752
-2% -$85.8K 0.49% 60
2021
Q2 		$3.29M Sell
31,721
-590
-2% -$55.6K 0.45% 67
2021
Q1 		$2.7M Buy
32,311
+5,407
+20% +$457K 0.41% 70
2020
Q4 		$2.45M Buy
26,904
+2,484
+10% +$206K 0.44% 70
2020
Q3 		$1.95M Buy
24,420
+1,492
+7% +$116K 0.4% 73
2020
Q2 		$1.58M Sell
22,928
-511
-2% -$36.3K 0.35% 83
2020
Q1 		$1.47M Buy
23,439
+1,842
+9% +$133K 0.38% 76
2019
Q4 		$1.68M Buy
21,597
+2,703
+14% +$211K 0.36% 84
2019
Q3 		$1.38M Buy
18,894
+210
+1% +$14.8K 0.32% 93
2019
Q2 		$1.15M Buy
18,684
+465
+3% +$28.1K 0.27% 103
2019
Q1 		$1.16M Buy
18,219
+3,255
+22% +$186K 0.29% 97
2018
Q4 		$764K Sell
14,964
-75
-0.5% -$3.79K 0.22% 120
2018
Q3 		$873K Sell
15,039
-2,304
-13% -$113K 0.2% 131
2018
Q2 		$842K Buy
17,343
+174
+1% +$8.12K 0.21% 128
2018
Q1 		$798K Buy
17,169
+102
+0.6% +$4.43K 0.21% 127
2017
Q4 		$641K Buy
17,067
+1,737
+11% +$63.7K 0.17% 140
2017
Q3 		$559K Buy
15,330
+105
+0.7% +$4K 0.16% 143
2017
Q2 		$600K Buy
15,225
+210
+1% +$7.67K 0.2% 115
2017
Q1 		$471K Sell
15,015
-255
-2% -$7.98K 0.16% 137
2016
Q4 		$477K Sell
15,270
-195
-1% -$6.32K 0.18% 128
2016
Q3 		$621K Buy
15,465
+255
+2% +$9.6K 0.24% 105
2016
Q2 		$506K Buy
15,210
+4,500
+42% +$154K 0.2% 116
2016
Q1 		$315K Buy
+10,710
New +$296K 0.13% 165

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

Anchor Investment Management's EW Position: Q1 2026 in Review

Anchor Investment Management reduced its Edwards Lifesciences (EW) stake by 3.6% in Q1 2026, selling an estimated $34.5K and leaving 11,269 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #205.

Anchor Investment Management first reported a position in EW in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.02M in Q4 2021. 1,284 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Anchor Investment Management held 11,269 shares of Edwards Lifesciences worth $902K as of Q1 2026.
  • Anchor Investment Management sold 419 Edwards Lifesciences shares in Q1 2026, an estimated $34.5K.
  • Edwards Lifesciences made up 0.08% of Anchor Investment Management's portfolio in Q1 2026, its #205 holding.
  • Anchor Investment Management first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Edwards Lifesciences position peaked at $4.02M in Q4 2021.
  • 1,284 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.