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Plimoth Trust’s Edwards Lifesciences EW Stock Holding History

Plimoth Trust’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
Q1 		– Sell
-2,977
Closed -$254K – 175
2025
Q4 		$254K Sell
2,977
-86
-3% -$7.06K 0.06% 163
2025
Q3 		$238K Sell
3,063
-30
-1% -$2.34K 0.05% 163
2025
Q2 		$242K Buy
+3,093
New +$231K 0.06% 159
2025
Q1 		– Sell
-2,763
Closed -$205K – 162
2024
Q4 		$205K Buy
+2,763
New +$193K 0.05% 157
2024
Q3 		– Sell
-3,805
Closed -$351K – 160
2024
Q2 		$351K Sell
3,805
-29
-0.8% -$2.57K 0.09% 134
2024
Q1 		$366K Buy
3,834
+195
+5% +$16.4K 0.1% 134
2023
Q4 		$277K Sell
3,639
-220
-6% -$15.3K 0.08% 145
2023
Q3 		$267K Sell
3,859
-189
-5% -$15.2K 0.08% 144
2023
Q2 		$382K Sell
4,048
-25
-0.6% -$2.17K 0.11% 131
2023
Q1 		$337K Sell
4,073
-160
-4% -$12.6K 0.1% 141
2022
Q4 		$316K Buy
+4,233
New +$326K 0.1% 142

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plimoth Trust's EW Position: Q1 2026 in Review

Plimoth Trust sold out of Edwards Lifesciences (EW) in Q1 2026, closing a stake of 2,977 shares — an estimated $254K sold.

Plimoth Trust first reported a position in EW in Q4 2022 and held it in 11 quarters. The position peaked at $382K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Plimoth Trust reported no remaining Edwards Lifesciences position as of Q1 2026 after selling out during the quarter.
  • Plimoth Trust sold 2,977 Edwards Lifesciences shares in Q1 2026, an estimated $254K.
  • Plimoth Trust first reported a position in Edwards Lifesciences in Q4 2022 and held it in 11 quarters.
  • Plimoth Trust's Edwards Lifesciences position peaked at $382K in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.