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Berkshire Asset Management’s Ionis Pharmaceuticals IONS Stock Holding History

Berkshire Asset Management’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Sell
3,630
-7
-0.2% -$527 0.01% 229
2026
Q1 		$273K Buy
3,637
+7
+0.2% +$552 0.01% 227
2025
Q4 		$287K Buy
3,630
+16
+0.4% +$1.21K 0.01% 221
2025
Q3 		$236K Buy
+3,614
New +$176K 0.01% 266
2024
Q1 		– Sell
-4,180
Closed -$211K – 236
2023
Q4 		$211K Buy
+4,180
New +$200K 0.01% 222
2022
Q3 		– Sell
-5,596
Closed -$207K – 225
2022
Q2 		$207K Sell
5,596
-4,143
-43% -$156K 0.01% 214
2022
Q1 		$361K Buy
9,739
+500
+5% +$16.4K 0.02% 156
2021
Q4 		$281K Sell
9,239
-3,821
-29% -$120K 0.02% 207
2021
Q3 		$438K Buy
13,060
+1,661
+15% +$62.6K 0.03% 174
2021
Q2 		$455K Sell
11,399
-949
-8% -$37.2K 0.03% 164
2021
Q1 		$555K Hold
12,348
– – 0.04% 147
2020
Q4 		$698K Buy
+12,348
New +$615K 0.05% 131
2020
Q3 		– Sell
-3,986
Closed -$235K – 169
2020
Q2 		$235K Sell
3,986
-7,530
-65% -$419K 0.02% 149
2020
Q1 		$544K Buy
11,516
+8,007
+228% +$446K 0.06% 124
2019
Q4 		$212K Sell
3,509
-352
-9% -$21K 0.02% 190
2019
Q3 		$231K Hold
3,861
– – 0.02% 191
2019
Q2 		$248K Buy
3,861
+878
+29% +$62.1K 0.02% 186
2019
Q1 		$242K Buy
+2,983
New +$192K 0.02% 204

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Berkshire Asset Management's IONS Position: Q2 2026 in Review

Berkshire Asset Management reduced its Ionis Pharmaceuticals (IONS) stake by 0.19% in Q2 2026, selling an estimated $527 and leaving 3,630 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #229.

Berkshire Asset Management first reported a position in IONS in Q1 2019 and has held it in 18 quarters since. The position peaked at $698K in Q4 2020. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Berkshire Asset Management held 3,630 shares of Ionis Pharmaceuticals worth $288K as of Q2 2026.
  • Berkshire Asset Management sold 7 Ionis Pharmaceuticals shares in Q2 2026, an estimated $527.
  • Ionis Pharmaceuticals made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #229 holding.
  • Berkshire Asset Management first reported a position in Ionis Pharmaceuticals in Q1 2019 and has held it in 18 quarters since.
  • Berkshire Asset Management's Ionis Pharmaceuticals position peaked at $698K in Q4 2020.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.