Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Amgen AMGN Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$626K Buy
1,485
+1
+0.1% +$399 0.12% 141
2026
Q2 		$537K Sell
1,484
-2
-0.1% -$685 0.11% 158
2026
Q1 		$523K Buy
1,486
+14
+1% +$4.99K 0.13% 151
2025
Q4 		$482K Buy
1,472
+25
+2% +$7.93K 0.12% 163
2025
Q3 		$408K Buy
1,447
+538
+59% +$156K 0.09% 175
2025
Q2 		$254K Buy
909
+47
+5% +$13.3K 0.09% 206
2025
Q1 		$269K Buy
862
+21
+2% +$6.2K 0.11% 195
2024
Q4 		$219K Buy
841
+4
+0.5% +$1.19K 0.09% 220
2024
Q3 		$270K Sell
837
-667
-44% -$218K 0.12% 195
2024
Q2 		$470K Sell
1,504
-1,442
-49% -$424K 0.19% 129
2024
Q1 		$838K Buy
2,946
+44
+2% +$12.9K 0.15% 148
2023
Q4 		$836K Sell
2,902
-107
-4% -$29.2K 0.14% 163
2023
Q3 		$809K Sell
3,009
-1,482
-33% -$370K 0.13% 156
2023
Q2 		$997K Sell
4,491
-230
-5% -$53.4K 0.1% 198
2023
Q1 		$1.14M Sell
4,721
-1,381
-23% -$339K 0.13% 177
2022
Q4 		$1.6M Buy
6,102
+22
+0.4% +$5.9K 0.2% 120
2022
Q3 		$1.37M Sell
6,080
-31
-0.5% -$7.51K 0.19% 117
2022
Q2 		$1.49M Sell
6,111
-151
-2% -$37K 0.2% 111
2022
Q1 		$1.51M Buy
6,262
+346
+6% +$79.5K 0.17% 124
2021
Q4 		$1.33M Sell
5,916
-430
-7% -$90.8K 0.14% 152
2021
Q3 		$1.35M Buy
6,346
+335
+6% +$77.1K 0.18% 113
2021
Q2 		$1.46M Buy
6,011
+33
+0.6% +$8.12K 0.24% 91
2021
Q1 		$1.49M Buy
5,978
+1,983
+50% +$473K 0.3% 81
2020
Q4 		$919K Buy
+3,995
New +$921K 0.28% 87

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Baker Tilly Wealth Management's AMGN Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Amgen (AMGN) stake by 0.07% in Q3 2026, buying an estimated $399 and bringing the position to 1,485 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #141.

Baker Tilly Wealth Management first reported a position in AMGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2022. 2,162 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Baker Tilly Wealth Management held 1,485 shares of Amgen worth $626K as of Q3 2026.
  • Baker Tilly Wealth Management bought 1 Amgen share in Q3 2026, an estimated $399.
  • Amgen made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #141 holding.
  • Baker Tilly Wealth Management first reported a position in Amgen in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Amgen position peaked at $1.6M in Q4 2022.
  • 2,162 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.