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Action Point Financial Planning’s Amgen AMGN Stock Holding History

Action Point Financial Planning’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Buy
+1,120
New +$383K 0.04% 296

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's AMGN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Amgen (AMGN) in Q2 2026: 1,120 shares worth $404K. The stake represents 0.04% of the portfolio and ranks #296 among its holdings.

3,136 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Action Point Financial Planning held 1,120 shares of Amgen worth $404K as of Q2 2026.
  • Amgen was a new Action Point Financial Planning position in Q2 2026.
  • Amgen made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #296 holding.
  • 3,136 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.