Smithfield Trust’s Edwards Lifesciences EW Stock Holding History

Smithfield 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	$62K	Hold	771	–	–	﹤0.01%	557
2025 Q4	$65K	Hold	771	–	–	﹤0.01%	541
2025 Q3	$62K	Hold	771	–	–	﹤0.01%	538
2025 Q2	$62K	Hold	771	–	–	﹤0.01%	529
2025 Q1	$54K	Sell	771 -3	-0.4%	-$215	﹤0.01%	543
2024 Q4	$54K	Hold	774	–	–	﹤0.01%	545
2024 Q3	$51K	Hold	774	–	–	﹤0.01%	554
2024 Q2	$73K	Sell	774 -111	-13%	-$9.83K	﹤0.01%	485
2024 Q1	$86K	Buy	885 +13	+1%	+$1.09K	﹤0.01%	474
2023 Q4	$67K	Sell	872 -39	-4%	-$2.71K	﹤0.01%	502
2023 Q3	$63K	Sell	911 -78	-8%	-$6.27K	﹤0.01%	495
2023 Q2	$94K	Hold	989	–	–	0.01%	442
2023 Q1	$80K	Hold	989	–	–	0.01%	457
2022 Q4	$70K	Hold	989	–	–	﹤0.01%	461
2022 Q3	$80K	Hold	989	–	–	0.01%	433
2022 Q2	$95K	Sell	989 -948	-49%	-$98.1K	0.01%	422
2022 Q1	$228K	Sell	1,937 -381	-16%	-$42.7K	0.01%	290
2021 Q4	$301K	Sell	2,318 -209	-8%	-$24.4K	0.02%	262
2021 Q3	$287K	Buy	2,527 +955	+61%	+$109K	0.02%	257
2021 Q2	$163K	Hold	1,572	–	–	0.01%	352
2021 Q1	$131K	Hold	1,572	–	–	0.01%	385
2020 Q4	$143K	Buy	1,572 +78	+5%	+$6.47K	0.01%	364
2020 Q3	$119K	Buy	1,494 +81	+6%	+$6.32K	0.01%	374
2020 Q2	$98K	Buy	1,413 +582	+70%	+$41.4K	0.01%	387
2020 Q1	$53K	Hold	831	–	–	0.01%	447
2019 Q4	$65K	Hold	831	–	–	0.01%	475
2019 Q3	$61K	Hold	831	–	–	0.01%	488
2019 Q2	$52K	Sell	831 -696	-46%	-$42.1K	0.01%	518
2019 Q1	$98K	Hold	1,527	–	–	0.01%	393
2018 Q4	$78K	Sell	1,527 -36	-2%	-$1.82K	0.01%	408
2018 Q3	$90K	Sell	1,563 -156	-9%	-$7.63K	0.01%	427
2018 Q2	$83K	Buy	1,719 +987	+135%	+$46.1K	0.01%	440
2018 Q1	$34K	Hold	732	–	–	﹤0.01%	560
2017 Q4	$27K	Buy	+732	New	+$26.9K	﹤0.01%	622
2017 Q1	–	Sell	-4,500	Closed	-$140K	–	790
2016 Q4	$140K	Hold	4,500	–	–	0.02%	349
2016 Q3	$181K	Hold	4,500	–	–	0.03%	299
2016 Q2	$150K	Hold	4,500	–	–	0.03%	319
2016 Q1	$132K	Hold	4,500	–	–	0.03%	339
2015 Q4	$119K	Hold	4,500	–	–	0.02%	356
2015 Q3	$106K	Hold	4,500	–	–	0.02%	365
2015 Q2	$106K	Sell	4,500 -1,200	-21%	-$27.1K	0.02%	380
2015 Q1	$135K	Hold	5,700	–	–	0.03%	359
2014 Q4	$121K	Hold	5,700	–	–	0.03%	368
2014 Q3	$97K	Hold	5,700	–	–	0.02%	402
2014 Q2	$82K	Hold	5,700	–	–	0.02%	468
2014 Q1	$71K	Hold	5,700	–	–	0.01%	486
2013 Q4	$62K	Hold	5,700	–	–	0.01%	494
2013 Q3	$66K	Hold	5,700	–	–	0.02%	455
2013 Q2	$64K	Buy	+5,700	New	+$67.5K	0.02%	451

Other funds holding EW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Smithfield Trust's EW Position: Q1 2026 in Review

Smithfield Trust held its Edwards Lifesciences (EW) position steady in Q1 2026 at 771 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Smithfield Trust first reported a position in EW in Q2 2013 and has held it in 49 quarters since. The position peaked at $301K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

Smithfield Trust held 771 shares of Edwards Lifesciences worth $62K as of Q1 2026.
Smithfield Trust left its Edwards Lifesciences share count unchanged in Q1 2026.
Edwards Lifesciences made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #557 holding.
Smithfield Trust first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 49 quarters since.
Smithfield Trust's Edwards Lifesciences position peaked at $301K in Q4 2021.
1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.