Baker Bros. Advisors’s Insmed INSM Stock Holding History

Baker Bros. Advisors’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21B	Buy	7,421,111 +828,365	+13%	+$127M	6.97%	3
2025 Q4	$1.15B	Sell	6,592,746 -110,738	-2%	-$20.2M	6.72%	4
2025 Q3	$965M	Sell	6,703,484 -1,009,416	-13%	-$124M	6.98%	4
2025 Q2	$776M	Buy	7,712,900 +2,332,274	+43%	+$178M	7.53%	4
2025 Q1	$410M	Buy	5,380,626 +373,763	+7%	+$28.6M	4.54%	6
2024 Q4	$346M	Buy	5,006,863 +590,945	+13%	+$42.6M	3.69%	7
2024 Q3	$322M	Buy	4,415,918 +839,880	+23%	+$62M	3.34%	8
2024 Q2	$240M	Buy	3,576,038 +3,233,038	+943%	+$125M	3.06%	7
2024 Q1	$9.31M	Hold	343,000	–	–	0.12%	50
2023 Q4	$10.6M	Hold	343,000	–	–	0.12%	47
2023 Q3	$8.66M	Hold	343,000	–	–	0.05%	47
2023 Q2	$7.24M	Hold	343,000	–	–	0.04%	66
2023 Q1	$5.85M	Buy	343,000 +323,050	+1,619%	+$6.28M	0.03%	68
2022 Q4	$399K	Hold	19,950	–	–	﹤0.01%	106
2022 Q3	$430K	Sell	19,950 -2,136,051	-99%	-$51.2M	﹤0.01%	108
2022 Q2	$42.5M	Hold	2,156,001	–	–	0.24%	29
2022 Q1	$50.7M	Hold	2,156,001	–	–	0.29%	27
2021 Q4	$58.7M	Hold	2,156,001	–	–	0.29%	32
2021 Q3	$59.4M	Hold	2,156,001	–	–	0.26%	32
2021 Q2	$61.4M	Hold	2,156,001	–	–	0.27%	33
2021 Q1	$73.4M	Hold	2,156,001	–	–	0.32%	30
2020 Q4	$71.8M	Sell	2,156,001 -116,711	-5%	-$4.26M	0.27%	24
2020 Q3	$73M	Sell	2,272,712 -752,672	-25%	-$21.6M	0.29%	22
2020 Q2	$83.3M	Hold	3,025,384	–	–	0.37%	22
2020 Q1	$48.5M	Buy	3,025,384 +580,119	+24%	+$13.8M	0.3%	27
2019 Q4	$58.4M	Buy	2,445,265 +215,505	+10%	+$4.38M	0.31%	26
2019 Q3	$39.3M	Sell	2,229,760 -232,456	-9%	-$4.49M	0.27%	31
2019 Q2	$63M	Buy	2,462,216 +384,615	+19%	+$10.7M	0.43%	22
2019 Q1	$60.4M	Buy	2,077,601 +225,619	+12%	+$5.85M	0.39%	28
2018 Q4	$24.3M	Hold	1,851,982	–	–	0.2%	31
2018 Q3	$37.4M	Buy	1,851,982 +1,151,982	+165%	+$26M	0.25%	31
2018 Q2	$16.6M	Hold	700,000	–	–	0.12%	45
2018 Q1	$15.8M	Hold	700,000	–	–	0.13%	46
2017 Q4	$21.8M	Hold	700,000	–	–	0.19%	44
2017 Q3	$21.8M	Buy	700,000 +300,000	+75%	+$5.71M	0.18%	39
2017 Q2	$6.86M	Hold	400,000	–	–	0.06%	57
2017 Q1	$7M	Hold	400,000	–	–	0.06%	58
2016 Q4	$5.29M	Hold	400,000	–	–	0.05%	62
2016 Q3	$5.81M	Sell	400,000 -1,100,000	-73%	-$13.8M	0.05%	65
2016 Q2	$14.8M	Hold	1,500,000	–	–	0.16%	42
2016 Q1	$19M	Buy	1,500,000 +500,000	+50%	+$6.57M	0.2%	35
2015 Q4	$18.1M	Sell	1,000,000 -583,490	-37%	-$10.3M	0.15%	47
2015 Q3	$29.4M	Hold	1,583,490	–	–	0.27%	28
2015 Q2	$38.7M	Hold	1,583,490	–	–	0.34%	32
2015 Q1	$32.9M	Buy	1,583,490 +475,640	+43%	+$8.38M	0.27%	31
2014 Q4	$17.1M	Hold	1,107,850	–	–	0.17%	40
2014 Q3	$14.5M	Buy	1,107,850 +803,800	+264%	+$12.1M	0.18%	40
2014 Q2	$6.08M	Sell	304,050 -250,000	-45%	-$3.7M	0.07%	63
2014 Q1	$10.5M	Sell	554,050 -242,328	-30%	-$4.61M	0.13%	46
2013 Q4	$13.5M	Sell	796,378 -149,425	-16%	-$2.29M	0.19%	41
2013 Q3	$14.8M	Buy	945,803 +150,000	+19%	+$1.91M	0.21%	37
2013 Q2	$9.52M	Buy	+795,803	New	+$8.13M	0.19%	37

Other funds holding INSM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baker Bros. Advisors's INSM Position: Q1 2026 in Review

Baker Bros. Advisors increased its Insmed (INSM) stake by 13% in Q1 2026, buying an estimated $127M and bringing the position to 7,421,111 shares worth $1.21B. The position accounts for 6.97% of the portfolio, ranked #3.

Baker Bros. Advisors first reported a position in INSM in Q2 2013 and has held it in 52 quarters since. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Baker Bros. Advisors held 7,421,111 shares of Insmed worth $1.21B as of Q1 2026.
Baker Bros. Advisors bought 828,365 Insmed shares in Q1 2026, an estimated $127M.
Insmed made up 6.97% of Baker Bros. Advisors's portfolio in Q1 2026, its #3 holding.
Baker Bros. Advisors first reported a position in Insmed in Q2 2013 and has held it in 52 quarters since.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.