FFM
REGN icon

Forum Financial Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Forum Financial Management’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-699
Closed -$540K – 834
2025
Q4 		$540K Buy
699
+2
+0.3% +$1.36K 0.01% 438
2025
Q3 		$392K Sell
697
-1
-0.1% -$565 0.01% 585
2025
Q2 		$366K Sell
698
-132
-16% -$73.7K 0.01% 551
2025
Q1 		$526K Sell
830
-86
-9% -$59.2K 0.01% 344
2024
Q4 		$652K Buy
916
+110
+14% +$92.3K 0.01% 299
2024
Q3 		$847K Sell
806
-1
-0.1% -$1.11K 0.01% 210
2024
Q2 		$848K Buy
807
+2
+0.2% +$1.94K 0.02% 201
2024
Q1 		$775K Sell
805
-2
-0.2% -$1.9K 0.01% 229
2023
Q4 		$709K Buy
807
+224
+38% +$184K 0.01% 213
2023
Q3 		$480K Hold
583
– – 0.01% 291
2023
Q2 		$419K Buy
583
+6
+1% +$4.63K 0.01% 331
2023
Q1 		$474K Buy
577
+9
+2% +$6.79K 0.01% 278
2022
Q4 		$410K Sell
568
-18
-3% -$13.3K 0.01% 301
2022
Q3 		$404K Sell
586
-320
-35% -$201K 0.02% 270
2022
Q2 		$536K Buy
906
+89
+11% +$57.9K 0.03% 220
2022
Q1 		$570K Buy
817
+59
+8% +$37.3K 0.03% 218
2021
Q4 		$479K Buy
+758
New +$466K 0.02% 262

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Forum Financial Management's REGN Position: Q1 2026 in Review

Forum Financial Management sold out of Regeneron Pharmaceuticals (REGN) in Q1 2026, closing a stake of 699 shares — an estimated $540K sold.

Forum Financial Management first reported a position in REGN in Q4 2021 and held it in 17 quarters. The position peaked at $848K in Q2 2024. 1,400 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Forum Financial Management reported no remaining Regeneron Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 699 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $540K.
  • Forum Financial Management first reported a position in Regeneron Pharmaceuticals in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Regeneron Pharmaceuticals position peaked at $848K in Q2 2024.
  • 1,400 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.