Lummis Asset Management’s Edwards Lifesciences EW Stock Holding History

Lummis Asset Management’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 Q2	$271	Sell	3 -50	-94%	-$4.19K	﹤0.01%	215
2026 Q1	$4.24K	Hold	53	–	–	﹤0.01%	148
2025 Q4	$4.52K	Hold	53	–	–	﹤0.01%	142
2025 Q3	$4.12K	Hold	53	–	–	﹤0.01%	134
2025 Q2	$4.14K	Hold	53	–	–	﹤0.01%	133
2025 Q1	$3.84K	Hold	53	–	–	﹤0.01%	136
2024 Q4	$3.92K	Hold	53	–	–	0.01%	112
2024 Q3	$3.5K	Hold	53	–	–	﹤0.01%	119
2024 Q2	$4.9K	Hold	53	–	–	0.01%	111
2024 Q1	$5.07K	Hold	53	–	–	0.01%	112
2023 Q4	$4.04K	Buy	+53	New	+$3.69K	﹤0.01%	140

Other funds holding EW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lummis Asset Management's EW Position: Q2 2026 in Review

Lummis Asset Management reduced its Edwards Lifesciences (EW) stake by 94% in Q2 2026, selling an estimated $4.19K and leaving 3 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Lummis Asset Management first reported a position in EW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07K in Q1 2024. 1,325 funds tracked by Wall St. Rank hold EW as of Q2 2026.

Lummis Asset Management held 3 shares of Edwards Lifesciences worth $271 as of Q2 2026.
Lummis Asset Management sold 50 Edwards Lifesciences shares in Q2 2026, an estimated $4.19K.
Edwards Lifesciences made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #215 holding.
Lummis Asset Management first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Edwards Lifesciences position peaked at $5.07K in Q1 2024.
1,325 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.