Liberty Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Liberty Wealth Management’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 Q1	$205K	Buy	460 +1	+0.2%	+$466	0.03%	256
2025 Q4	$208K	Buy	+459	New	+$198K	0.03%	239
2021 Q4	–	Sell	-312	Closed	-$57K	–	1083
2021 Q3	$57K	Hold	312	–	–	0.02%	396
2021 Q2	$63K	Sell	312 -13	-4%	-$2.72K	0.02%	280
2021 Q1	$75K	Hold	325	–	–	0.04%	220
2020 Q4	$75K	Buy	325 +1	+0.3%	+$229	0.04%	218
2020 Q3	$88K	Buy	324 +12	+4%	+$3.31K	0.05%	175
2020 Q2	$91K	Sell	312 -105	-25%	-$28.5K	0.06%	158
2020 Q1	$99K	Buy	417 +49	+13%	+$11.2K	0.09%	143
2019 Q4	$81K	Sell	368 -19	-5%	-$3.85K	0.06%	184
2019 Q3	$66K	Hold	387	–	–	0.06%	191
2019 Q2	$71K	Buy	387 +298	+335%	+$52.1K	0.06%	203
2019 Q1	$16K	Hold	89	–	–	0.01%	379
2018 Q4	$14K	Buy	+89	New	+$15.4K	0.01%	382

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Liberty Wealth Management's VRTX Position: Q1 2026 in Review

Liberty Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 0.22% in Q1 2026, buying an estimated $466 and bringing the position to 460 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #256.

Liberty Wealth Management first reported a position in VRTX in Q4 2018 and has held it in 14 quarters since. The position peaked at $208K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Liberty Wealth Management held 460 shares of Vertex Pharmaceuticals worth $205K as of Q1 2026.
Liberty Wealth Management bought 1 Vertex Pharmaceuticals share in Q1 2026, an estimated $466.
Vertex Pharmaceuticals made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #256 holding.
Liberty Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2018 and has held it in 14 quarters since.
Liberty Wealth Management's Vertex Pharmaceuticals position peaked at $208K in Q4 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.