Alpha Financial Partners’s Amgen AMGN Stock Holding History

Alpha Financial Partners’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	$228K	Buy	631 +44	+7%	+$15.1K	0.12%	108
2026 Q1	$206K	Sell	587 -98	-14%	-$34.9K	0.12%	100
2025 Q4	$224K	Buy	+685	New	+$217K	0.14%	90
2025 Q2	–	Sell	-677	Closed	-$211K	–	90
2025 Q1	$211K	Sell	677 -119	-15%	-$35.1K	0.17%	83
2024 Q4	$207K	Buy	+796	New	+$236K	0.16%	80
2024 Q3	–	Sell	-781	Closed	-$244K	–	111
2024 Q2	$244K	Buy	+781	New	+$229K	0.21%	61
2024 Q1	–	Sell	-892	Closed	-$257K	–	75
2023 Q4	$257K	Sell	892 -278	-24%	-$75.7K	0.25%	58
2023 Q3	$314K	Buy	1,170 +25	+2%	+$6.24K	0.37%	47
2023 Q2	$254K	Buy	1,145 +141	+14%	+$32.7K	0.27%	76
2023 Q1	$243K	Buy	+1,004	New	+$246K	0.27%	80

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpha Financial Partners's AMGN Position: Q2 2026 in Review

Alpha Financial Partners increased its Amgen (AMGN) stake by 7.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 631 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #108.

Alpha Financial Partners first reported a position in AMGN in Q1 2023 and has held it in 10 quarters since. The position peaked at $314K in Q3 2023. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Alpha Financial Partners held 631 shares of Amgen worth $228K as of Q2 2026.
Alpha Financial Partners bought 44 Amgen shares in Q2 2026, an estimated $15.1K.
Amgen made up 0.12% of Alpha Financial Partners's portfolio in Q2 2026, its #108 holding.
Alpha Financial Partners first reported a position in Amgen in Q1 2023 and has held it in 10 quarters since.
Alpha Financial Partners's Amgen position peaked at $314K in Q3 2023.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.