Kelly Lawrence W & Associates’s Edwards Lifesciences EW Stock Holding History

Kelly Lawrence W & Associates’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	$843K	Hold	10,525	–	–	0.23%	44
2025 Q4	$897K	Hold	10,525	–	–	0.22%	44
2025 Q3	$819K	Hold	10,525	–	–	0.2%	44
2025 Q2	$823K	Sell	10,525 -200	-2%	-$14.9K	0.22%	43
2025 Q1	$777K	Sell	10,725 -600	-5%	-$42.9K	0.19%	48
2024 Q4	$838K	Hold	11,325	–	–	0.2%	44
2024 Q3	$747K	Sell	11,325 -540	-5%	-$39.2K	0.17%	49
2024 Q2	$1.1M	Sell	11,865 -500	-4%	-$44.3K	0.25%	43
2024 Q1	$1.18M	Sell	12,365 -885	-7%	-$74.3K	0.27%	43
2023 Q4	$1.01M	Hold	13,250	–	–	0.24%	45
2023 Q3	$918K	Hold	13,250	–	–	0.25%	44
2023 Q2	$1.22M	Sell	13,250 -790	-6%	-$68.7K	0.31%	41
2023 Q1	$1.16M	Sell	14,040 -885	-6%	-$69.6K	0.31%	41
2022 Q4	$1.11M	Sell	14,925 -2,400	-14%	-$185K	0.32%	43
2022 Q3	$1.43M	Sell	17,325 -5,500	-24%	-$529K	0.4%	37
2022 Q2	$2.17M	Sell	22,825 -250	-1%	-$25.9K	0.59%	36
2022 Q1	$2.72M	Sell	23,075 -3,000	-12%	-$337K	0.58%	36
2021 Q4	$3.38M	Hold	26,075	–	–	0.67%	32
2021 Q3	$2.95M	Hold	26,075	–	–	0.62%	35
2021 Q2	$2.7M	Hold	26,075	–	–	0.58%	36
2021 Q1	$2.18M	Buy	26,075 +14,150	+119%	+$1.2M	0.52%	36
2020 Q4	$1.09M	Sell	11,925 -15,825	-57%	-$1.31M	0.43%	31
2020 Q3	$2.21M	Sell	27,750 -104,550	-79%	-$8.16M	0.66%	29
2020 Q2	$9.14M	Hold	132,300	–	–	1.89%	23
2020 Q1	$8.32M	Sell	132,300 -15,000	-10%	-$1.08M	2.03%	19
2019 Q4	$11.5M	Hold	147,300	–	–	1.8%	25
2019 Q3	$10.8M	Hold	147,300	–	–	1.8%	25
2019 Q2	$9.07M	Hold	147,300	–	–	1.55%	25
2019 Q1	$9.39M	Hold	147,300	–	–	1.7%	25
2018 Q4	$7.52M	Hold	147,300	–	–	1.63%	25
2018 Q3	$8.55M	Hold	147,300	–	–	1.41%	30
2018 Q2	$7.15M	Hold	147,300	–	–	1.31%	32
2018 Q1	$6.85M	Sell	147,300 -9,600	-6%	-$417K	1.3%	30
2017 Q4	$5.89M	Buy	156,900 +15,300	+11%	+$562K	1.08%	35
2017 Q3	$5.16M	Hold	141,600	–	–	0.98%	37
2017 Q2	$5.58M	Buy	141,600 +1,800	+1%	+$65.7K	1.1%	37
2017 Q1	$4.38M	Buy	139,800 +120,000	+606%	+$3.76M	0.91%	39
2016 Q4	$619K	Hold	19,800	–	–	0.14%	57
2016 Q3	$796K	Hold	19,800	–	–	0.17%	53
2016 Q2	$658K	Hold	19,800	–	–	0.15%	54
2016 Q1	$583K	Hold	19,800	–	–	0.15%	52
2015 Q4	$521K	Sell	19,800 -7,800	-28%	-$203K	0.12%	59
2015 Q3	$654K	Hold	27,600	–	–	0.15%	54
2015 Q2	$655K	Hold	27,600	–	–	0.13%	57
2015 Q1	$655K	Hold	27,600	–	–	0.14%	53
2014 Q4	$586K	Hold	27,600	–	–	0.12%	57
2014 Q3	$470K	Buy	27,600 +15,000	+119%	+$237K	0.1%	61
2014 Q2	$181K	Buy	12,600 +12,000	+2,000%	+$163K	0.04%	88
2014 Q1	$7K	Hold	600	–	–	﹤0.01%	119
2013 Q4	$7K	Buy	+600	New	+$6.76K	﹤0.01%	119
2013 Q3	–	Sell	-600	Closed	-$7K	–	92
2013 Q2	$7K	Buy	+600	New	+$7.1K	﹤0.01%	111

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kelly Lawrence W & Associates's EW Position: Q1 2026 in Review

Kelly Lawrence W & Associates held its Edwards Lifesciences (EW) position steady in Q1 2026 at 10,525 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #44.

Kelly Lawrence W & Associates first reported a position in EW in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.5M in Q4 2019. 1,285 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Kelly Lawrence W & Associates held 10,525 shares of Edwards Lifesciences worth $843K as of Q1 2026.
Kelly Lawrence W & Associates left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up 0.23% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #44 holding.
Kelly Lawrence W & Associates first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 51 quarters since.
Kelly Lawrence W & Associates's Edwards Lifesciences position peaked at $11.5M in Q4 2019.
1,285 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.