Beacon Financial Advisory’s Insmed INSM Stock Holding History

Beacon Financial Advisory’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	$538K	Buy	3,288 +5	+0.2%	+$769	0.12%	213
2025 Q4	$571K	Sell	3,283 -5,197	-61%	-$948K	0.13%	194
2025 Q3	$1.22M	Hold	8,480	–	–	0.28%	92
2025 Q2	$853K	Sell	8,480 -215	-2%	-$16.4K	0.22%	127
2025 Q1	$663K	Sell	8,695 -245	-3%	-$18.7K	0.2%	131
2024 Q4	$617K	Sell	8,940 -2,735	-23%	-$197K	0.2%	141
2024 Q3	$852K	Sell	11,675 -2,150	-16%	-$159K	0.29%	95
2024 Q2	$926K	Buy	13,825 +605	+5%	+$23.5K	0.35%	81
2024 Q1	$359K	Buy	13,220 +3,145	+31%	+$88K	0.17%	156
2023 Q4	$312K	Hold	10,075	–	–	0.15%	179
2023 Q3	$254K	Buy	+10,075	New	+$230K	0.14%	190

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

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Beacon Financial Advisory's INSM Position: Q1 2026 in Review

Beacon Financial Advisory increased its Insmed (INSM) stake by 0.15% in Q1 2026, buying an estimated $769 and bringing the position to 3,288 shares worth $538K. The position accounts for 0.12% of the portfolio, ranked #213.

Beacon Financial Advisory first reported a position in INSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2025. 670 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Beacon Financial Advisory held 3,288 shares of Insmed worth $538K as of Q1 2026.
Beacon Financial Advisory bought 5 Insmed shares in Q1 2026, an estimated $769.
Insmed made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #213 holding.
Beacon Financial Advisory first reported a position in Insmed in Q3 2023 and has held it in 11 quarters since.
Beacon Financial Advisory's Insmed position peaked at $1.22M in Q3 2025.
670 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.