J.M. Forbes & Co’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $300K | Hold |
3,316
| – | – | 0.02% | 140 |
|
|
2026
Q1 | $266K | Hold |
3,316
| – | – | 0.02% | 133 |
|
|
2025
Q4 | $283K | Hold |
3,316
| – | – | 0.02% | 128 |
|
|
2025
Q3 | $258K | Sell |
3,316
-1,153
| -26% | -$90.1K | 0.02% | 131 |
|
|
2025
Q2 | $350K | Sell |
4,469
-816
| -15% | -$60.9K | 0.03% | 119 |
|
|
2025
Q1 | $383K | Sell |
5,285
-325
| -6% | -$23.3K | 0.04% | 113 |
|
|
2024
Q4 | $415K | Hold |
5,610
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $370K | Buy |
5,610
+325
| +6% | +$23.6K | 0.04% | 112 |
|
|
2024
Q2 | $488K | Hold |
5,285
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $505K | Hold |
5,285
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $403K | Hold |
5,285
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $366K | Sell |
5,285
-75
| -1% | -$6.03K | 0.05% | 104 |
|
|
2023
Q2 | $506K | Buy |
5,360
+75
| +1% | +$6.52K | 0.06% | 96 |
|
|
2023
Q1 | $437K | Sell |
5,285
-75
| -1% | -$5.89K | 0.06% | 80 |
|
|
2022
Q4 | $399K | Buy |
+5,360
| New | +$413K | 0.06% | 82 |
|
|
2022
Q3 | – | Sell |
-5,285
| Closed | -$503K | – | 111 |
|
|
2022
Q2 | $503K | Hold |
5,285
| – | – | 0.07% | 74 |
|
|
2022
Q1 | $622K | Hold |
5,285
| – | – | 0.08% | 73 |
|
|
2021
Q4 | $685K | Hold |
5,285
| – | – | 0.08% | 72 |
|
|
2021
Q3 | $598K | Sell |
5,285
-823
| -13% | -$93.9K | 0.08% | 71 |
|
|
2021
Q2 | $633K | Sell |
6,108
-462
| -7% | -$43.5K | 0.08% | 71 |
|
|
2021
Q1 | $550K | Hold |
6,570
| – | – | 0.08% | 71 |
|
|
2020
Q4 | $599K | Hold |
6,570
| – | – | 0.09% | 62 |
|
|
2020
Q3 | $524K | Hold |
6,570
| – | – | 0.08% | 65 |
|
|
2020
Q2 | $454K | Hold |
6,570
| – | – | 0.08% | 64 |
|
|
2020
Q1 | $413K | Hold |
6,570
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $511K | Hold |
6,570
| – | – | 0.08% | 72 |
|
|
2019
Q3 | $482K | Hold |
6,570
| – | – | 0.09% | 70 |
|
|
2019
Q2 | $405K | Hold |
6,570
| – | – | 0.08% | 76 |
|
|
2019
Q1 | $419K | Hold |
6,570
| – | – | 0.09% | 73 |
|
|
2018
Q4 | $335K | Hold |
6,570
| – | – | 0.08% | 77 |
|
|
2018
Q3 | $381K | Sell |
6,570
-180
| -3% | -$8.8K | 0.08% | 79 |
|
|
2018
Q2 | $328K | Sell |
6,750
-720
| -10% | -$33.6K | 0.07% | 84 |
|
|
2018
Q1 | $347K | Hold |
7,470
| – | – | 0.08% | 83 |
|
|
2017
Q4 | $281K | Hold |
7,470
| – | – | 0.06% | 93 |
|
|
2017
Q3 | $272K | Hold |
7,470
| – | – | 0.07% | 88 |
|
|
2017
Q2 | $294K | Hold |
7,470
| – | – | 0.07% | 83 |
|
|
2017
Q1 | $234K | Hold |
7,470
| – | – | 0.06% | 94 |
|
|
2016
Q4 | $233K | Hold |
7,470
| – | – | 0.06% | 90 |
|
|
2016
Q3 | $300K | Hold |
7,470
| – | – | 0.08% | 80 |
|
|
2016
Q2 | $248K | Hold |
7,470
| – | – | 0.07% | 84 |
|
|
2016
Q1 | $219K | Buy |
+7,470
| New | +$206K | 0.06% | 84 |
|
Other funds holding EW
J.M. Forbes & Co's EW Position: Q2 2026 in Review
J.M. Forbes & Co held its Edwards Lifesciences (EW) position steady in Q2 2026 at 3,316 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #140.
J.M. Forbes & Co first reported a position in EW in Q1 2016 and has held it in 41 quarters since. The position peaked at $685K in Q4 2021. 1,327 funds tracked by Wall St. Rank hold EW as of Q2 2026.
- J.M. Forbes & Co held 3,316 shares of Edwards Lifesciences worth $300K as of Q2 2026.
- J.M. Forbes & Co left its Edwards Lifesciences share count unchanged in Q2 2026.
- Edwards Lifesciences made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #140 holding.
- J.M. Forbes & Co first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 41 quarters since.
- J.M. Forbes & Co's Edwards Lifesciences position peaked at $685K in Q4 2021.
- 1,327 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.
Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.