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Chapman Financial Group’s Edwards Lifesciences EW Stock Holding History

Chapman Financial Group’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 		$64.1K Hold
800
– – 0.05% 172
2025
Q4 		$68.2K Hold
800
– – 0.05% 168
2025
Q3 		$62.2K Hold
800
– – 0.04% 175
2025
Q2 		$62.6K Buy
+800
New +$59.7K 0.05% 134
2024
Q4 		$81.4K Buy
+1,100
New +$77K 0.07% 134

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VPM
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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

Chapman Financial Group's EW Position: Q1 2026 in Review

Chapman Financial Group held its Edwards Lifesciences (EW) position steady in Q1 2026 at 800 shares worth $64.1K. The position accounts for 0.05% of the portfolio, ranked #172.

Chapman Financial Group first reported a position in EW in Q4 2024 and has held it in 5 quarters since. The position peaked at $81.4K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Chapman Financial Group held 800 shares of Edwards Lifesciences worth $64.1K as of Q1 2026.
  • Chapman Financial Group left its Edwards Lifesciences share count unchanged in Q1 2026.
  • Edwards Lifesciences made up 0.05% of Chapman Financial Group's portfolio in Q1 2026, its #172 holding.
  • Chapman Financial Group first reported a position in Edwards Lifesciences in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Edwards Lifesciences position peaked at $81.4K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.