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Summit Financial’s Boston Scientific BSX Stock Holding History

Summit Financial’s Portfolio BSX Stock Details BSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Sell
21,442
-9,322
-30% -$746K 0.02% 680
2025
Q4 		$2.93M Sell
30,764
-1,511
-5% -$148K 0.04% 391
2025
Q3 		$3.15M Sell
32,275
-444
-1% -$46K 0.05% 362
2025
Q2 		$3.51M Buy
32,719
+3,224
+11% +$326K 0.08% 210
2025
Q1 		$2.98M Buy
29,495
+12
+0% +$1.21K 0.08% 207
2024
Q4 		$2.63M Buy
29,483
+3,428
+13% +$302K 0.09% 179
2024
Q3 		$2.18M Buy
26,055
+601
+2% +$47.4K 0.09% 172
2024
Q2 		$1.96M Buy
25,454
+9,823
+63% +$719K 0.09% 158
2024
Q1 		$1.07M Sell
15,631
-138
-0.9% -$8.87K 0.06% 178
2023
Q4 		$912K Buy
15,769
+445
+3% +$23.8K 0.06% 179
2023
Q3 		$809K Sell
15,324
-149
-1% -$7.81K 0.06% 184
2023
Q2 		$837K Sell
15,473
-403
-3% -$21K 0.06% 172
2023
Q1 		$794K Buy
15,876
+117
+0.7% +$5.51K 0.07% 136
2022
Q4 		$729K Buy
15,759
+1,451
+10% +$62.8K 0.07% 142
2022
Q3 		$554K Buy
14,308
+2,331
+19% +$93.5K 0.05% 159
2022
Q2 		$446K Buy
11,977
+536
+5% +$21.8K 0.04% 162
2022
Q1 		$507K Buy
11,441
+2,224
+24% +$96.4K 0.04% 174
2021
Q4 		$392K Buy
9,217
+1,552
+20% +$65.2K 0.03% 188
2021
Q3 		$333K Buy
+7,665
New +$339K 0.03% 178

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial's BSX Position: Q1 2026 in Review

Summit Financial reduced its Boston Scientific (BSX) stake by 30% in Q1 2026, selling an estimated $746K and leaving 21,442 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #680.

Summit Financial first reported a position in BSX in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Summit Financial held 21,442 shares of Boston Scientific worth $1.35M as of Q1 2026.
  • Summit Financial sold 9,322 Boston Scientific shares in Q1 2026, an estimated $746K.
  • Boston Scientific made up 0.02% of Summit Financial's portfolio in Q1 2026, its #680 holding.
  • Summit Financial first reported a position in Boston Scientific in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's Boston Scientific position peaked at $3.51M in Q2 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.