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Bogart Wealth LLC’s Biogen BIIB Stock Holding History

Bogart Wealth LLC’s Portfolio BIIB Stock Details BIIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.4K Sell
215
-294
-58% -$54.2K ﹤0.01% 554
2025
Q4 		$89.6K Buy
509
+196
+63% +$32K ﹤0.01% 354
2025
Q3 		$43.8K Buy
313
+104
+50% +$14.1K ﹤0.01% 490
2025
Q2 		$26.2K Hold
209
– – ﹤0.01% 575
2025
Q1 		$28.6K Hold
209
– – ﹤0.01% 511
2024
Q4 		$32K Hold
209
– – ﹤0.01% 491
2024
Q3 		$40.5K Hold
209
– – ﹤0.01% 450
2024
Q2 		$48.5K Sell
209
-8
-4% -$1.74K ﹤0.01% 414
2024
Q1 		$46.8K Sell
217
-11
-5% -$2.58K ﹤0.01% 394
2023
Q4 		$59K Hold
228
– – ﹤0.01% 349
2023
Q3 		$58.6K Buy
228
+8
+4% +$2.14K ﹤0.01% 325
2023
Q2 		$62.7K Buy
220
+20
+10% +$5.95K ﹤0.01% 303
2023
Q1 		$55.6K Hold
200
– – ﹤0.01% 304
2022
Q4 		$55.4K Hold
200
– – ﹤0.01% 293
2022
Q3 		$53K Hold
200
– – ﹤0.01% 288
2022
Q2 		$41K Buy
200
+184
+1,150% +$37.6K ﹤0.01% 310
2022
Q1 		$3K Sell
16
-7
-30% -$1.52K ﹤0.01% 624
2021
Q4 		$6K Buy
23
+18
+360% +$4.63K ﹤0.01% 527
2021
Q3 		$1K Sell
5
-10
-67% -$3.28K ﹤0.01% 665
2021
Q2 		$5K Sell
15
-1
-6% -$303 ﹤0.01% 509
2021
Q1 		$4K Buy
16
+4
+33% +$1.08K ﹤0.01% 495
2020
Q4 		$2K Sell
12
-2,270
-99% -$586K ﹤0.01% 397
2020
Q3 		$647K Buy
2,282
+440
+24% +$123K 0.14% 93
2020
Q2 		$493K Buy
1,842
+330
+22% +$99.2K 0.12% 98
2020
Q1 		$478K Buy
1,512
+289
+24% +$87.7K 0.13% 84
2019
Q4 		$363K Buy
1,223
+66
+6% +$18.3K 0.12% 89
2019
Q3 		$269K Buy
1,157
+88
+8% +$20.5K 0.13% 84
2019
Q2 		$250K Buy
1,069
+266
+33% +$61.4K 0.15% 82
2019
Q1 		$189K Buy
+803
New +$253K 0.09% 88

Other funds holding BIIB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bogart Wealth LLC's BIIB Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Biogen (BIIB) stake by 58% in Q1 2026, selling an estimated $54.2K and leaving 215 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Bogart Wealth LLC first reported a position in BIIB in Q1 2019 and has held it in 29 quarters since. The position peaked at $647K in Q3 2020. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

  • Bogart Wealth LLC held 215 shares of Biogen worth $39.4K as of Q1 2026.
  • Bogart Wealth LLC sold 294 Biogen shares in Q1 2026, an estimated $54.2K.
  • Biogen made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #554 holding.
  • Bogart Wealth LLC first reported a position in Biogen in Q1 2019 and has held it in 29 quarters since.
  • Bogart Wealth LLC's Biogen position peaked at $647K in Q3 2020.
  • 1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.