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Beese Fulmer Investment Management’s Edwards Lifesciences EW Stock Holding History

Beese Fulmer 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 		$15M Buy
165,538
+4,699
+3% +$394K 0.86% 37
2026
Q1 		$12.9M Buy
160,839
+2,019
+1% +$166K 0.83% 40
2025
Q4 		$13.5M Buy
158,820
+6,074
+4% +$498K 0.88% 39
2025
Q3 		$11.9M Buy
152,746
+12,078
+9% +$944K 0.82% 40
2025
Q2 		$11M Buy
140,668
+3,650
+3% +$272K 0.82% 41
2025
Q1 		$9.93M Buy
137,018
+1,281
+0.9% +$91.7K 0.85% 45
2024
Q4 		$10M Sell
135,737
-4,288
-3% -$300K 0.86% 46
2024
Q3 		$9.24M Sell
140,025
-7,899
-5% -$574K 0.79% 49
2024
Q2 		$13.7M Buy
147,924
+7,393
+5% +$655K 1.24% 24
2024
Q1 		$13.4M Buy
140,531
+5,236
+4% +$440K 1.26% 28
2023
Q4 		$10.3M Buy
135,295
+8,073
+6% +$562K 1.07% 37
2023
Q3 		$8.81M Buy
127,222
+5,184
+4% +$417K 0.99% 37
2023
Q2 		$11.5M Buy
122,038
+1,279
+1% +$111K 1.25% 28
2023
Q1 		$9.99M Buy
120,759
+3,635
+3% +$286K 1.14% 31
2022
Q4 		$8.74M Buy
117,124
+1,713
+1% +$132K 1.05% 38
2022
Q3 		$9.54M Buy
115,411
+541
+0.5% +$52.1K 1.28% 25
2022
Q2 		$10.9M Sell
114,870
-4,075
-3% -$422K 1.4% 22
2022
Q1 		$14M Buy
118,945
+1,609
+1% +$181K 1.52% 18
2021
Q4 		$15.2M Buy
117,336
+391
+0.3% +$45.6K 1.58% 16
2021
Q3 		$13.2M Sell
116,945
-335
-0.3% -$38.2K 1.49% 18
2021
Q2 		$12.1M Sell
117,280
-482
-0.4% -$45.4K 1.37% 20
2021
Q1 		$9.85M Buy
117,762
+993
+0.9% +$83.9K 1.18% 25
2020
Q4 		$10.7M Buy
116,769
+95
+0.1% +$7.88K 1.36% 19
2020
Q3 		$9.31M Sell
116,674
-472
-0.4% -$36.8K 1.32% 22
2020
Q2 		$8.1M Buy
117,146
+1,013
+0.9% +$72K 1.19% 22
2020
Q1 		$7.3M Sell
116,133
-2,178
-2% -$157K 1.29% 19
2019
Q4 		$9.2M Buy
118,311
+2,772
+2% +$216K 1.29% 21
2019
Q3 		$8.47M Sell
115,539
-1,158
-1% -$81.3K 1.27% 24
2019
Q2 		$7.19M Sell
116,697
-741
-0.6% -$44.8K 1.36% 23
2019
Q1 		$7.49M Buy
117,438
+288
+0.2% +$16.4K 1.48% 21
2018
Q4 		$5.98M Buy
117,150
+5,805
+5% +$294K 1.35% 26
2018
Q3 		$6.46M Buy
111,345
+471
+0.4% +$23K 1.27% 29
2018
Q2 		$5.38M Buy
110,874
+8,472
+8% +$395K 1.13% 37
2018
Q1 		$4.76M Buy
102,402
+7,863
+8% +$341K 1.04% 40
2017
Q4 		$3.55M Buy
94,539
+4,119
+5% +$151K 0.76% 54
2017
Q3 		$3.29M Buy
90,420
+1,803
+2% +$68.8K 0.75% 54
2017
Q2 		$3.49M Buy
88,617
+3,381
+4% +$123K 0.83% 49
2017
Q1 		$2.67M Buy
85,236
+7,665
+10% +$240K 0.65% 59
2016
Q4 		$2.42M Buy
77,571
+15,822
+26% +$513K 0.63% 60
2016
Q3 		$2.48M Buy
61,749
+7,185
+13% +$271K 0.67% 56
2016
Q2 		$1.81M Buy
54,564
+6,738
+14% +$231K 0.51% 63
2016
Q1 		$1.67M Buy
+47,826
New +$1.32M 0.49% 65

Other funds holding EW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Beese Fulmer Investment Management's EW Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Edwards Lifesciences (EW) stake by 2.9% in Q2 2026, buying an estimated $394K and bringing the position to 165,538 shares worth $15M. The position accounts for 0.86% of the portfolio, ranked #37.

Beese Fulmer Investment Management first reported a position in EW in Q1 2016 and has held it in 42 quarters since. The position peaked at $15.2M in Q4 2021. 501 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • Beese Fulmer Investment Management held 165,538 shares of Edwards Lifesciences worth $15M as of Q2 2026.
  • Beese Fulmer Investment Management bought 4,699 Edwards Lifesciences shares in Q2 2026, an estimated $394K.
  • Edwards Lifesciences made up 0.86% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #37 holding.
  • Beese Fulmer Investment Management first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 42 quarters since.
  • Beese Fulmer Investment Management's Edwards Lifesciences position peaked at $15.2M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.