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Asset Planning Inc’s Amgen AMGN Stock Holding History

Asset Planning Inc’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 		$269K Buy
742
+2
+0.3% +$685 0.17% 75
2026
Q1 		$260K Buy
740
+1
+0.1% +$356 0.19% 70
2025
Q4 		$242K Buy
739
+2
+0.3% +$634 0.17% 76
2025
Q3 		$208K Buy
737
+2
+0.3% +$580 0.15% 80
2025
Q2 		$205K Buy
735
+2
+0.3% +$567 0.15% 83
2025
Q1 		$228K Buy
733
+2
+0.3% +$591 0.18% 74
2024
Q4 		$191K Buy
+731
New +$217K 0.15% 81

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

Asset Planning Inc's AMGN Position: Q2 2026 in Review

Asset Planning Inc increased its Amgen (AMGN) stake by 0.27% in Q2 2026, buying an estimated $685 and bringing the position to 742 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #75.

Asset Planning Inc first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Asset Planning Inc held 742 shares of Amgen worth $269K as of Q2 2026.
  • Asset Planning Inc bought 2 Amgen shares in Q2 2026, an estimated $685.
  • Amgen made up 0.17% of Asset Planning Inc's portfolio in Q2 2026, its #75 holding.
  • Asset Planning Inc first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.