VSM Wealth Advisory, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 2050660
HUNT VALLEY, MD
Position in REGN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$115,896
+$116 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026VSM Wealth Advisory, LLC holds $285,370 across 10 Biotechnology names. REGN ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
150 | $115,896 | |
| 2 | VALN |
Valneva SE
|
10,000 | $62,500 | |
| 3 | MDGL |
Madrigal Pharmaceuticals, Inc.
|
100 | $52,347 | |
| 4 | NWBO |
Northwest Biotherapeutics Inc
|
80,574 | $16,920 | |
| 5 | CMPX |
Compass Therapeutics, Inc.
|
3,000 | $15,870 | |
| 6 | TNYA |
Tenaya Therapeutics, Inc.
|
15,000 | $10,380 | |
| 7 | DNA |
Ginkgo Bioworks Holdings, Inc.
|
1,000 | $6,130 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
100 | $4,757 |
All Filings in REGN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,896 | 150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $115,780 | 150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $84,340 | 150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $78,750 | 150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $95,134 | 150 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $106,849 | 150 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||