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Balboa Wealth Partners’s Amgen AMGN Stock Holding History

Balboa Wealth 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 		$328K Buy
907
+20
+2% +$6.85K 0.04% 322
2026
Q1 		$312K Sell
887
-69
-7% -$24.6K 0.05% 302
2025
Q4 		$313K Sell
956
-79
-8% -$25.1K 0.05% 284
2025
Q3 		$292K Buy
1,035
+49
+5% +$14.2K 0.05% 274
2025
Q2 		$275K Buy
986
+43
+5% +$12.2K 0.06% 263
2025
Q1 		$294K Sell
943
-6
-0.6% -$1.77K 0.07% 202
2024
Q4 		$247K Sell
949
-848
-47% -$252K 0.06% 242
2024
Q3 		$579K Buy
1,797
+603
+51% +$197K 0.14% 125
2024
Q2 		$373K Buy
1,194
+118
+11% +$34.7K 0.1% 158
2024
Q1 		$306K Sell
1,076
-256
-19% -$74.9K 0.09% 162
2023
Q4 		$384K Buy
1,332
+386
+41% +$105K 0.13% 131
2023
Q3 		$254K Buy
+946
New +$236K 0.1% 181
2023
Q1 		– Sell
-1,217
Closed -$320K – 300
2022
Q4 		$320K Buy
+1,217
New +$326K 0.14% 146

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

Balboa Wealth Partners's AMGN Position: Q2 2026 in Review

Balboa Wealth Partners increased its Amgen (AMGN) stake by 2.3% in Q2 2026, buying an estimated $6.85K and bringing the position to 907 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #322.

Balboa Wealth Partners first reported a position in AMGN in Q4 2022 and has held it in 13 quarters since. The position peaked at $579K in Q3 2024. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Balboa Wealth Partners held 907 shares of Amgen worth $328K as of Q2 2026.
  • Balboa Wealth Partners bought 20 Amgen shares in Q2 2026, an estimated $6.85K.
  • Amgen made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Balboa Wealth Partners first reported a position in Amgen in Q4 2022 and has held it in 13 quarters since.
  • Balboa Wealth Partners's Amgen position peaked at $579K in Q3 2024.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.