Balanced Rock Investment Advisors’s Amgen AMGN Stock Holding History

Balanced Rock Investment Advisors’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	$225K	Sell	620 -7	-1%	-$2.4K	0.14%	93
2026 Q1	$221K	Buy	+627	New	+$224K	0.15%	92
2025 Q3	–	Sell	-736	Closed	-$205K	–	97
2025 Q2	$205K	Sell	736 -85	-10%	-$24.1K	0.16%	94
2025 Q1	$256K	Sell	821 -52	-6%	-$15.4K	0.2%	77
2024 Q4	$228K	Sell	873 -586	-40%	-$174K	0.18%	81
2024 Q3	$470K	Sell	1,459 -56	-4%	-$18.3K	0.37%	53
2024 Q2	$473K	Sell	1,515 -48	-3%	-$14.1K	0.4%	51
2024 Q1	$444K	Sell	1,563 -339	-18%	-$99.2K	0.38%	56
2023 Q4	$548K	Buy	+1,902	New	+$518K	0.49%	52

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

Balanced Rock Investment Advisors's AMGN Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Amgen (AMGN) stake by 1.1% in Q2 2026, selling an estimated $2.4K and leaving 620 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #93.

Balanced Rock Investment Advisors first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. The position peaked at $548K in Q4 2023. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Balanced Rock Investment Advisors held 620 shares of Amgen worth $225K as of Q2 2026.
Balanced Rock Investment Advisors sold 7 Amgen shares in Q2 2026, an estimated $2.4K.
Amgen made up 0.14% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #93 holding.
Balanced Rock Investment Advisors first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
Balanced Rock Investment Advisors's Amgen position peaked at $548K in Q4 2023.
3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.