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MBM Wealth Consultants’s Edwards Lifesciences EW Stock Holding History

MBM Wealth Consultants’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 		– Sell
-78
Closed -$6.25K – 209
2026
Q1 		$6.25K Buy
+78
New +$6.43K ﹤0.01% 258
2023
Q2 		– Sell
-666
Closed -$48K – 161
2023
Q1 		$48K Hold
666
– – 0.02% 158
2022
Q4 		$49K Sell
666
-5,650
-89% -$435K 0.02% 162
2022
Q3 		$540K Buy
6,316
+442
+8% +$42.5K 0.26% 45
2022
Q2 		$559K Buy
5,874
+369
+7% +$38.2K 0.27% 43
2022
Q1 		$648K Buy
5,505
+613
+13% +$68.8K 0.27% 49
2021
Q4 		$634K Buy
4,892
+389
+9% +$45.4K 0.26% 53
2021
Q3 		$510K Sell
4,503
-31
-0.7% -$3.54K 0.23% 56
2021
Q2 		$469K Buy
4,534
+56
+1% +$5.28K 0.22% 58
2021
Q1 		$374K Buy
4,478
+434
+11% +$36.7K 0.19% 75
2020
Q4 		$369K Sell
4,044
-392
-9% -$32.5K 0.2% 67
2020
Q3 		$354K Sell
4,436
-169
-4% -$13.2K 0.23% 56
2020
Q2 		$318K Sell
4,605
-1,158
-20% -$82.3K 0.22% 59
2020
Q1 		$362K Buy
5,763
+30
+0.5% +$2.16K 0.3% 55
2019
Q4 		$446K Sell
5,733
-939
-14% -$73.3K 0.33% 61
2019
Q3 		$489K Buy
6,672
+117
+2% +$8.22K 0.38% 57
2019
Q2 		$404K Sell
6,555
-3
-0% -$181 0.34% 66
2019
Q1 		$418K Buy
6,558
+150
+2% +$8.56K 0.37% 60
2018
Q4 		$327K Buy
+6,408
New +$324K 0.32% 68

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MBM Wealth Consultants's EW Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Edwards Lifesciences (EW) in Q2 2026, closing a stake of 78 shares — an estimated $6.25K sold.

MBM Wealth Consultants first reported a position in EW in Q4 2018 and held it in 19 quarters. The position peaked at $648K in Q1 2022. 1,330 funds tracked by Wall St. Rank hold EW as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Edwards Lifesciences position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 78 Edwards Lifesciences shares in Q2 2026, an estimated $6.25K.
  • MBM Wealth Consultants first reported a position in Edwards Lifesciences in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's Edwards Lifesciences position peaked at $648K in Q1 2022.
  • 1,330 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.