VRTX — VERTEX PHARMACEUTICALS INC

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  22 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported VERTEX PHARMACEUTICALS INC (VRTX) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.61% in 2025 Q1. The latest visible filing shows VRTX at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in VERTEX PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VRTX was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRTX stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held VRTX — position size vs. price
% of Fund (quarterly)    VRTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,830 +55 +0.2% 1.09% $11.5M 2026-05-15 (Est.) $435.65
2025 Q4 REDUCED 25,775 -65 -0.3% 1.09% $11.7M 2026-01-12 $460.59
2025 Q3 REDUCED 25,840 -4,230 -14.1% 0.97% $10.1M 2025-10-09 $414.86
2025 Q2 ADDED 30,070 +157 +0.5% 1.39% $13.4M 2025-07-02 $457.03
2025 Q1 REDUCED 29,913 -470 -1.5% 1.61% $14.5M 2025-04-08 $472.37
2024 Q4 ADDED 30,383 +370 +1.2% 1.32% $12.2M 2025-01-10 $409.56
2024 Q3 UNCHANGED 30,013 — 0% 1.60% $14.1M 2024-10-03 $453.55
2024 Q2 REDUCED 30,013 -402 -1.3% 1.60% $14.1M 2024-07-16 $488.98
2024 Q1 ADDED 30,415 +315 +1.0% 1.50% $12.7M 2024-04-15 $397.36
2023 Q4 ADDED 30,100 +45 +0.1% 1.57% $12.2M 2024-01-12 $433.40
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VRTX

As of 2026 Q1 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 4.76% Sivik Global Healthcare LLC 3Y 7Y 3.39% Heirloom Wealth Management 3Y 1.89% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 1.44% ATWOOD & PALMER INC 3Y 7Y 1.4% Third View Private Wealth, LLC 1.03% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 1.03% Hamrick Investment Counsel, llc 1.01% Telos Capital Management, Inc. 3Y 7Y 0.99% Cutter & CO Brokerage, Inc. 3Y 7Y 0.96%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and VRTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning VRTX?

LVM CAPITAL MANAGEMENT LTD/MI reported VRTX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VRTX position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for VRTX was 1.61% in 2025 Q1.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 25,830 shares, equal to 1.09% of portfolio, with an estimated market value of $11.5M.

What does the chart on this VRTX ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly VRTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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