Patient Capital Management’s Biogen BIIB Stock Holding History

Patient Capital 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 Q1	$69.6M	Sell	379,741 -196,611	-34%	-$36.2M	2.55%	17
2025 Q4	$101M	Buy	576,352 +179,703	+45%	+$29.4M	3.92%	9
2025 Q3	$55.6M	Buy	396,649 +76,183	+24%	+$10.3M	2.22%	22
2025 Q2	$40.2M	Sell	320,466 -135,139	-30%	-$16.8M	1.82%	27
2025 Q1	$62.3M	Buy	455,605 +41,645	+10%	+$5.95M	3.21%	15
2024 Q4	$63.3M	Buy	413,960 +158,018	+62%	+$26.7M	2.92%	17
2024 Q3	$49.6M	Sell	255,942 -1,327	-0.5%	-$278K	2.44%	20
2024 Q2	$59.6M	Buy	257,269 +39,382	+18%	+$8.56M	3.17%	13
2024 Q1	$47M	Buy	+217,887	New	+$51M	2.29%	21

Other funds holding BIIB

BlackRock New York $5.72T AUM 30.48% 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 $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patient Capital Management's BIIB Position: Q1 2026 in Review

Patient Capital Management reduced its Biogen (BIIB) stake by 34% in Q1 2026, selling an estimated $36.2M and leaving 379,741 shares worth $69.6M. The position accounts for 2.55% of the portfolio, ranked #17.

Patient Capital Management first reported a position in BIIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $101M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Patient Capital Management held 379,741 shares of Biogen worth $69.6M as of Q1 2026.
Patient Capital Management sold 196,611 Biogen shares in Q1 2026, an estimated $36.2M.
Biogen made up 2.55% of Patient Capital Management's portfolio in Q1 2026, its #17 holding.
Patient Capital Management first reported a position in Biogen in Q1 2024 and has held it in 9 quarters since.
Patient Capital Management's Biogen position peaked at $101M in Q4 2025.
1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.