Lipe & Dalton’s Regeneron Pharmaceuticals REGN Stock Holding History

Lipe & Dalton’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 Q2	–	Sell	-289	Closed	-$223K	–	99
2026 Q1	$223K	Sell	289 -20	-6%	-$15.3K	0.12%	72
2025 Q4	$239K	Buy	+309	New	+$210K	0.12%	72
2025 Q1	–	Sell	-269	Closed	-$192K	–	95
2024 Q4	$192K	Hold	269	–	–	0.1%	77
2024 Q3	$283K	Hold	269	–	–	0.14%	75
2024 Q2	$283K	Hold	269	–	–	0.15%	73
2024 Q1	$259K	Hold	269	–	–	0.13%	75
2023 Q4	$236K	Hold	269	–	–	0.13%	75
2023 Q3	$221K	Hold	269	–	–	0.13%	75
2023 Q2	$193K	Sell	269 -20	-7%	-$15.4K	0.11%	80
2023 Q1	$237K	Hold	289	–	–	0.14%	75
2022 Q4	$209K	Sell	289 -20	-6%	-$14.8K	0.12%	75
2022 Q3	$213K	Hold	309	–	–	0.13%	74
2022 Q2	$183K	Hold	309	–	–	0.11%	78
2022 Q1	$216K	Hold	309	–	–	0.11%	77
2021 Q4	$195K	Buy	309 +100	+48%	+$61.5K	0.09%	78
2021 Q3	$126K	Hold	209	–	–	0.06%	81
2021 Q2	$117K	Buy	+209	New	+$106K	0.06%	85
2020 Q1	–	Sell	-1,274	Closed	-$478K	–	104
2019 Q4	$478K	Buy	1,274 +100	+9%	+$33.6K	0.32%	53
2019 Q3	$326K	Buy	1,174 +210	+22%	+$62.1K	0.24%	60
2019 Q2	$302K	Buy	964 +140	+17%	+$46.6K	0.22%	57
2019 Q1	$338K	Buy	+824	New	+$339K	0.25%	53

Other funds holding REGN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lipe & Dalton's REGN Position: Q2 2026 in Review

Lipe & Dalton sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 289 shares — an estimated $223K sold.

Lipe & Dalton first reported a position in REGN in Q1 2019 and held it in 21 quarters. The position peaked at $478K in Q4 2019. 1,332 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

Lipe & Dalton reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Lipe & Dalton sold 289 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $223K.
Lipe & Dalton first reported a position in Regeneron Pharmaceuticals in Q1 2019 and held it in 21 quarters.
Lipe & Dalton's Regeneron Pharmaceuticals position peaked at $478K in Q4 2019.
1,332 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.