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Forum Financial Management’s Biogen BIIB Stock Holding History

Forum Financial Management’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
Q2 		$408K Hold
1,890
– – 0.01% 235
2026
Q1 		$346K Sell
1,890
-3,997
-68% -$736K ﹤0.01% 245
2025
Q4 		$1.04M Buy
5,887
+3,039
+107% +$496K 0.01% 244
2025
Q3 		$399K Buy
2,848
+1
+0% +$135 0.01% 575
2025
Q2 		$358K Sell
2,847
-693
-20% -$86.3K 0.01% 566
2025
Q1 		$484K Sell
3,540
-264
-7% -$37.7K 0.01% 386
2024
Q4 		$582K Buy
3,804
+796
+26% +$134K 0.01% 324
2024
Q3 		$583K Buy
3,008
+1
+0% +$209 0.01% 287
2024
Q2 		$697K Buy
3,007
+1
+0% +$217 0.01% 227
2024
Q1 		$648K Sell
3,006
-37
-1% -$8.66K 0.01% 261
2023
Q4 		$787K Hold
3,043
– – 0.01% 198
2023
Q3 		$782K Buy
3,043
+1
+0% +$267 0.02% 189
2023
Q2 		$867K Hold
3,042
– – 0.02% 180
2023
Q1 		$846K Buy
3,042
+43
+1% +$11.9K 0.02% 162
2022
Q4 		$830K Sell
2,999
-1,102
-27% -$311K 0.03% 164
2022
Q3 		$1.09M Buy
4,101
+708
+21% +$150K 0.05% 107
2022
Q2 		$692K Sell
3,393
-382
-10% -$78.1K 0.03% 173
2022
Q1 		$795K Buy
3,775
+2,468
+189% +$537K 0.04% 161
2021
Q4 		$314K Buy
+1,307
New +$336K 0.02% 395

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's BIIB Position: Q2 2026 in Review

Forum Financial Management held its Biogen (BIIB) position steady in Q2 2026 at 1,890 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #235.

Forum Financial Management first reported a position in BIIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2022. 1,038 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Forum Financial Management held 1,890 shares of Biogen worth $408K as of Q2 2026.
  • Forum Financial Management left its Biogen share count unchanged in Q2 2026.
  • Biogen made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #235 holding.
  • Forum Financial Management first reported a position in Biogen in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Biogen position peaked at $1.09M in Q3 2022.
  • 1,038 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.