WWM
INSM icon

Whalen Wealth Management’s Insmed INSM Stock Holding History

Whalen Wealth Management’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$485K Buy
+2,969
New +$456K 0.26% 98
2025
Q3 		– Sell
-2,832
Closed -$285K – 221
2025
Q2 		$285K Sell
2,832
-13
-0.5% -$994 0.18% 143
2025
Q1 		$217K Buy
+2,845
New +$218K 0.14% 114

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Whalen Wealth Management's INSM Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Insmed (INSM) in Q1 2026: 2,969 shares worth $485K. The stake represents 0.26% of the portfolio and ranks #98 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in INSM as recently as Q2 2025.

Whalen Wealth Management first reported a position in INSM in Q1 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Whalen Wealth Management held 2,969 shares of Insmed worth $485K as of Q1 2026.
  • Insmed was a new Whalen Wealth Management position in Q1 2026.
  • Insmed made up 0.26% of Whalen Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Whalen Wealth Management first reported a position in Insmed in Q1 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.