Lantern Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Lantern Wealth Advisors’s Portfolio VRTX Stock Details VRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Sell	1,250 -300	-19%	-$133K	0.28%	85
2026 Q1	$692K	Hold	1,550	–	–	0.36%	76
2025 Q4	$703K	Hold	1,550	–	–	0.37%	70
2025 Q3	$607K	Hold	1,550	–	–	0.32%	78
2025 Q2	$690K	Buy	+1,550	New	+$714K	0.41%	66
2024 Q4	$624K	Buy	1,550 +650	+72%	+$301K	0.41%	62
2024 Q3	$419K	Hold	900	–	–	0.29%	79
2024 Q2	$422K	Hold	900	–	–	0.31%	78
2024 Q1	$376K	Buy	+900	New	+$380K	0.26%	87

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lantern Wealth Advisors's VRTX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 19% in Q2 2026, selling an estimated $133K and leaving 1,250 shares worth $621K. The position accounts for 0.28% of the portfolio, ranked #85.

Lantern Wealth Advisors first reported a position in VRTX in Q1 2024 and has held it in 9 quarters since. The position peaked at $703K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Lantern Wealth Advisors held 1,250 shares of Vertex Pharmaceuticals worth $621K as of Q2 2026.
Lantern Wealth Advisors sold 300 Vertex Pharmaceuticals shares in Q2 2026, an estimated $133K.
Vertex Pharmaceuticals made up 0.28% of Lantern Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Lantern Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q1 2024 and has held it in 9 quarters since.
Lantern Wealth Advisors's Vertex Pharmaceuticals position peaked at $703K in Q4 2025.
1,757 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.