Summit Financial’s Biogen BIIB Stock Holding History

Summit Financial’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	–	Sell	-11,139	Closed	-$1.96M	–	1405
2025 Q4	$1.96M	Buy	+11,139	New	+$1.82M	0.03%	503
2022 Q4	–	Sell	-885	Closed	-$236K	–	250
2022 Q3	$236K	Buy	+885	New	+$188K	0.02%	226

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

Summit Financial's BIIB Position: Q1 2026 in Review

Summit Financial sold out of Biogen (BIIB) in Q1 2026, closing a stake of 11,139 shares — an estimated $1.96M sold.

Summit Financial first reported a position in BIIB in Q3 2022 and held it in 2 quarters. The position peaked at $1.96M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Summit Financial reported no remaining Biogen position as of Q1 2026 after selling out during the quarter.
Summit Financial sold 11,139 Biogen shares in Q1 2026, an estimated $1.96M.
Summit Financial first reported a position in Biogen in Q3 2022 and held it in 2 quarters.
Summit Financial's Biogen position peaked at $1.96M in Q4 2025.
1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.