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Larry Mathis Financial Planning’s Vertex Pharmaceuticals VRTX Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-962
Closed -$430K – 193
2026
Q1 		$430K Sell
962
-731
-43% -$341K 0.39% 63
2025
Q4 		$768K Buy
+1,693
New +$730K 0.68% 39

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Larry Mathis Financial Planning's VRTX Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Vertex Pharmaceuticals (VRTX) in Q2 2026, closing a stake of 962 shares — an estimated $430K sold.

Larry Mathis Financial Planning first reported a position in VRTX in Q4 2025 and held it in 2 quarters. The position peaked at $768K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Vertex Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 962 Vertex Pharmaceuticals shares in Q2 2026, an estimated $430K.
  • Larry Mathis Financial Planning first reported a position in Vertex Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Vertex Pharmaceuticals position peaked at $768K in Q4 2025.
  • 1,743 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.