Carson Wealth (CWM LLC)’s Biogen BIIB Stock Holding History

Carson Wealth (CWM 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	$10.1M	Buy	55,175 +6,285	+13%	+$1.16M	0.03%	554
2025 Q4	$8.6M	Buy	48,890 +1,435	+3%	+$234K	0.02%	572
2025 Q3	$6.65M	Buy	47,455 +12,673	+36%	+$1.71M	0.02%	609
2025 Q2	$4.37M	Buy	34,782 +6,639	+24%	+$827K	0.02%	631
2025 Q1	$3.85M	Buy	28,143 +12,418	+79%	+$1.78M	0.02%	600
2024 Q4	$2.4M	Buy	15,725 +12,440	+379%	+$2.1M	0.01%	714
2024 Q3	$637K	Sell	3,285 -480	-13%	-$100K	﹤0.01%	1221
2024 Q2	$873K	Buy	3,765 +62	+2%	+$13.5K	﹤0.01%	966
2024 Q1	$798K	Buy	3,703 +245	+7%	+$57.4K	﹤0.01%	952
2023 Q4	$895K	Sell	3,458 -200	-5%	-$49.1K	﹤0.01%	855
2023 Q3	$940K	Sell	3,658 -456	-11%	-$122K	0.01%	783
2023 Q2	$1.17M	Buy	4,114 +1,312	+47%	+$391K	0.01%	660
2023 Q1	$779K	Buy	2,802 +1,074	+62%	+$297K	0.01%	734
2022 Q4	$479K	Buy	1,728 +233	+16%	+$65.8K	﹤0.01%	824
2022 Q3	$399K	Buy	1,495 +248	+20%	+$52.7K	﹤0.01%	815
2022 Q2	$254K	Buy	1,247 +113	+10%	+$23.1K	﹤0.01%	947
2022 Q1	$239K	Buy	1,134 +150	+15%	+$32.6K	﹤0.01%	968
2021 Q4	$236K	Buy	+984	New	+$253K	﹤0.01%	952
2021 Q2	$284K	Hold	820	–	–	﹤0.01%	797
2021 Q1	$284K	Hold	820	–	–	﹤0.01%	797
2020 Q4	$284K	Hold	820	–	–	﹤0.01%	797
2020 Q3	$284K	Hold	820	–	–	﹤0.01%	797
2020 Q2	$284K	Hold	820	–	–	﹤0.01%	797
2020 Q1	$284K	Hold	820	–	–	﹤0.01%	797
2019 Q4	$284K	Hold	820	–	–	﹤0.01%	797
2019 Q3	$284K	Hold	820	–	–	﹤0.01%	797
2019 Q2	$284K	Hold	820	–	–	﹤0.01%	797
2019 Q1	$284K	Buy	820 +544	+197%	+$171K	﹤0.01%	797
2018 Q4	$83K	Buy	276 +146	+112%	+$46.6K	﹤0.01%	764
2018 Q3	$46K	Buy	130 +19	+17%	+$6.54K	﹤0.01%	763
2018 Q2	$32K	Sell	111 -3	-3%	-$843	﹤0.01%	727
2018 Q1	$31K	Buy	114 +44	+63%	+$13.7K	﹤0.01%	637
2017 Q4	$22K	Hold	70	–	–	﹤0.01%	678
2017 Q3	$22K	Buy	70 +1	+1%	+$296	﹤0.01%	684
2017 Q2	$19K	Buy	69 +13	+23%	+$3.44K	﹤0.01%	632
2017 Q1	$15K	Sell	56 -40	-42%	-$11.3K	﹤0.01%	661
2016 Q4	$27K	Buy	96 +48	+100%	+$14.2K	﹤0.01%	531
2016 Q3	$15K	Buy	+48	New	+$14.2K	﹤0.01%	597
2016 Q1	–	Sell	-15	Closed	-$5K	–	751
2015 Q4	$5K	Buy	+15	New	+$4.31K	﹤0.01%	513
2014 Q1	–	Sell	-35	Closed	-$10K	–	183
2013 Q4	$10K	Buy	35 +4	+13%	+$1.03K	﹤0.01%	439
2013 Q3	$7K	Buy	+31	New	+$6.94K	﹤0.01%	346

Other funds holding BIIB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BIIB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Biogen (BIIB) stake by 13% in Q1 2026, buying an estimated $1.16M and bringing the position to 55,175 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #554.

Carson Wealth (CWM LLC) first reported a position in BIIB in Q3 2013 and has held it in 41 quarters since. 1,009 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Carson Wealth (CWM LLC) held 55,175 shares of Biogen worth $10.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 6,285 Biogen shares in Q1 2026, an estimated $1.16M.
Biogen made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #554 holding.
Carson Wealth (CWM LLC) first reported a position in Biogen in Q3 2013 and has held it in 41 quarters since.
1,009 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.