Bank of Montreal’s Edwards Lifesciences EW Stock Holding History

Bank of Montreal’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
2020 Q4	–	Sell	-53,700	Closed	-$4.22M	–	4984
2020 Q3	$4.22M	Buy	53,700 +33,700	+169%	+$2.63M	﹤0.01%	1304
2020 Q2	$1.36M	Buy	+20,000	New	+$1.42M	﹤0.01%	1794
2019 Q4	–	Sell	-49,200	Closed	-$3.61M	–	4890
2019 Q3	$3.61M	Buy	+49,200	New	+$3.46M	﹤0.01%	1342
2014 Q2	–	Sell	-213,000	Closed	-$2.63M	–	4721
2014 Q1	$2.63M	Buy	+213,000	New	+$2.46M	﹤0.01%	1207

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's EW Position: Q2 2026 in Review

Bank of Montreal increased its Edwards Lifesciences (EW) stake by 7% in Q2 2026, buying an estimated $4.87M and bringing the position to 889,022 shares worth $80.4M. The position accounts for 0.03% of the portfolio, ranked #445.

Bank of Montreal first reported a position in EW in Q2 2013 and has held it in 53 quarters since. The position peaked at $193M in Q1 2015. 973 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Bank of Montreal held 889,022 shares of Edwards Lifesciences worth $80.4M as of Q2 2026.
Bank of Montreal bought 58,111 Edwards Lifesciences shares in Q2 2026, an estimated $4.87M.
Edwards Lifesciences made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #445 holding.
Bank of Montreal first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Edwards Lifesciences position peaked at $193M in Q1 2015.
973 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.