BIM
EW icon

Baldwin Investment Management’s Edwards Lifesciences EW Stock Holding History

Baldwin 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
Q2 		$1.24M Sell
13,730
-590
-4% -$49.4K 0.12% 98
2026
Q1 		$1.15M Sell
14,320
-775
-5% -$63.9K 0.13% 90
2025
Q4 		$1.29M Buy
15,095
+10
+0.1% +$821 0.15% 86
2025
Q3 		$1.17M Buy
15,085
+9,940
+193% +$777K 0.13% 98
2025
Q2 		$402K Buy
+5,145
New +$384K 0.05% 166
2024
Q3 		– Sell
-2,347
Closed -$217K – 216
2024
Q2 		$217K Sell
2,347
-600
-20% -$53.1K 0.03% 197
2024
Q1 		$282K Sell
2,947
-108
-4% -$9.07K 0.04% 188
2023
Q4 		$233K Sell
3,055
-50
-2% -$3.48K 0.04% 189
2023
Q3 		$215K Sell
3,105
-100
-3% -$8.04K 0.04% 184
2023
Q2 		$302K Sell
3,205
-600
-16% -$52.1K 0.05% 168
2023
Q1 		$315K Sell
3,805
-285
-7% -$22.4K 0.06% 170
2022
Q4 		$305K Buy
4,090
+350
+9% +$27K 0.06% 171
2022
Q3 		$309K Hold
3,740
– – 0.06% 163
2022
Q2 		$356K Hold
3,740
– – 0.07% 171
2022
Q1 		$440K Hold
3,740
– – 0.07% 171
2021
Q4 		$485K Hold
3,740
– – 0.08% 162
2021
Q3 		$423K Sell
3,740
-200
-5% -$22.8K 0.07% 171
2021
Q2 		$408K Sell
3,940
-100
-2% -$9.43K 0.07% 179
2021
Q1 		$338K Hold
4,040
– – 0.06% 195
2020
Q4 		$369K Hold
4,040
– – 0.07% 167
2020
Q3 		$322K Buy
+4,040
New +$315K 0.08% 158

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Baldwin Investment Management's EW Position: Q2 2026 in Review

Baldwin Investment Management reduced its Edwards Lifesciences (EW) stake by 4.1% in Q2 2026, selling an estimated $49.4K and leaving 13,730 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #98.

Baldwin Investment Management first reported a position in EW in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.29M in Q4 2025. 1,334 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Baldwin Investment Management held 13,730 shares of Edwards Lifesciences worth $1.24M as of Q2 2026.
  • Baldwin Investment Management sold 590 Edwards Lifesciences shares in Q2 2026, an estimated $49.4K.
  • Edwards Lifesciences made up 0.12% of Baldwin Investment Management's portfolio in Q2 2026, its #98 holding.
  • Baldwin Investment Management first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 21 quarters since.
  • Baldwin Investment Management's Edwards Lifesciences position peaked at $1.29M in Q4 2025.
  • 1,334 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.