CM Wealth Advisors’s Boston Scientific BSX Stock Holding History

CM Wealth Advisors’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,700	Closed	-$353K	–	147
2025 Q4	$353K	Buy	+3,700	New	+$363K	0.08%	100

Other funds holding BSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's BSX Position: Q1 2026 in Review

CM Wealth Advisors sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 3,700 shares — an estimated $353K sold.

CM Wealth Advisors first reported a position in BSX in Q4 2025 and held it in 1 quarter. The position peaked at $353K in Q4 2025. 1,676 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

CM Wealth Advisors reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
CM Wealth Advisors sold 3,700 Boston Scientific shares in Q1 2026, an estimated $353K.
CM Wealth Advisors first reported a position in Boston Scientific in Q4 2025 and held it in 1 quarter.
CM Wealth Advisors's Boston Scientific position peaked at $353K in Q4 2025.
1,676 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.