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Bar Harbor Wealth Management’s Amgen AMGN Stock Holding History

Bar Harbor 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
Q2 		$1.32M Buy
3,657
+25
+0.7% +$8.56K 0.07% 138
2026
Q1 		$1.28M Buy
3,632
+25
+0.7% +$8.91K 0.07% 138
2025
Q4 		$1.18M Buy
3,607
+1,166
+48% +$370K 0.07% 143
2025
Q3 		$689K Sell
2,441
-375
-13% -$109K 0.04% 169
2025
Q2 		$786K Buy
2,816
+335
+14% +$94.9K 0.05% 157
2025
Q1 		$773K Sell
2,481
-30
-1% -$8.86K 0.05% 152
2024
Q4 		$654K Sell
2,511
-173
-6% -$51.3K 0.04% 162
2024
Q3 		$865K Hold
2,684
– – 0.06% 152
2024
Q2 		$839K Sell
2,684
-43
-2% -$12.6K 0.06% 154
2024
Q1 		$775K Sell
2,727
-60
-2% -$17.6K 0.05% 161
2023
Q4 		$803K Sell
2,787
-49
-2% -$13.4K 0.06% 155
2023
Q3 		$762K Sell
2,836
-125
-4% -$31.2K 0.06% 161
2023
Q2 		$657K Hold
2,961
– – 0.05% 170
2023
Q1 		$716K Sell
2,961
-270
-8% -$66.3K 0.06% 163
2022
Q4 		$849K Sell
3,231
-182
-5% -$48.8K 0.07% 161
2022
Q3 		$770K Sell
3,413
-607
-15% -$147K 0.07% 164
2022
Q2 		$978K Buy
4,020
+726
+22% +$178K 0.08% 154
2022
Q1 		$797K Hold
3,294
– – 0.07% 135
2021
Q4 		$741K Sell
3,294
-654
-17% -$138K 0.06% 136
2021
Q3 		$839K Sell
3,948
-304
-7% -$70K 0.08% 129
2021
Q2 		$1.04M Sell
4,252
-854
-17% -$210K 0.1% 123
2021
Q1 		$1.27M Sell
5,106
-11,227
-69% -$2.68M 0.12% 115
2020
Q4 		$3.75M Buy
16,333
+142
+0.9% +$32.7K 0.38% 66
2020
Q3 		$4.12M Buy
16,191
+6,840
+73% +$1.69M 0.45% 56
2020
Q2 		$2.21M Buy
9,351
+1,380
+17% +$315K 0.26% 80
2020
Q1 		$1.62M Sell
7,971
-1,534
-16% -$335K 0.22% 92
2019
Q4 		$2.29M Sell
9,505
-318
-3% -$70.1K 0.25% 85
2019
Q3 		$1.9M Sell
9,823
-1,705
-15% -$327K 0.22% 96
2019
Q2 		$2.12M Buy
11,528
+4
+0% +$716 0.25% 91
2019
Q1 		$2.19M Sell
11,524
-539
-4% -$103K 0.26% 83
2018
Q4 		$2.35M Sell
12,063
-547
-4% -$107K 0.31% 76
2018
Q3 		$2.61M Sell
12,610
-24
-0.2% -$4.73K 0.3% 77
2018
Q2 		$2.33M Buy
12,634
+414
+3% +$73.2K 0.28% 85
2018
Q1 		$2.08M Buy
12,220
+194
+2% +$35.6K 0.26% 91
2017
Q4 		$2.09M Buy
12,026
+1,141
+10% +$202K 0.24% 86
2017
Q3 		$2.03M Sell
10,885
-1,207
-10% -$214K 0.25% 86
2017
Q2 		$2.08M Sell
12,092
-3,866
-24% -$629K 0.25% 83
2017
Q1 		$2.62M Sell
15,958
-4,771
-23% -$793K 0.31% 69
2016
Q4 		$3.03M Sell
20,729
-92
-0.4% -$13.8K 0.33% 65
2016
Q3 		$3.47M Buy
20,821
+1,701
+9% +$288K 0.39% 59
2016
Q2 		$2.91M Buy
19,120
+1,471
+8% +$229K 0.34% 67
2016
Q1 		$2.65M Buy
17,649
+594
+3% +$88.2K 0.32% 71
2015
Q4 		$2.77M Buy
17,055
+2,119
+14% +$333K 0.35% 66
2015
Q3 		$2.07M Buy
14,936
+3,190
+27% +$503K 0.27% 82
2015
Q2 		$1.8M Buy
11,746
+401
+4% +$64.2K 0.22% 93
2015
Q1 		$1.81M Sell
11,345
-141
-1% -$22.2K 0.22% 95
2014
Q4 		$1.83M Sell
11,486
-9
-0.1% -$1.4K 0.23% 90
2014
Q3 		$1.61M Buy
11,495
+24
+0.2% +$3.13K 0.21% 95
2014
Q2 		$1.36M Sell
11,471
-144
-1% -$16.7K 0.17% 101
2014
Q1 		$1.43M Sell
11,615
-91
-0.8% -$11K 0.18% 100
2013
Q4 		$1.34M Sell
11,706
-665
-5% -$75.6K 0.17% 102
2013
Q3 		$1.39M Sell
12,371
-1,352
-10% -$147K 0.19% 98
2013
Q2 		$1.35M Buy
+13,723
New +$1.42M 0.2% 97

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

Bar Harbor Wealth Management's AMGN Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Amgen (AMGN) stake by 0.69% in Q2 2026, buying an estimated $8.56K and bringing the position to 3,657 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #138.

Bar Harbor Wealth Management first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.12M in Q3 2020. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Bar Harbor Wealth Management held 3,657 shares of Amgen worth $1.32M as of Q2 2026.
  • Bar Harbor Wealth Management bought 25 Amgen shares in Q2 2026, an estimated $8.56K.
  • Amgen made up 0.07% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Bar Harbor Wealth Management first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's Amgen position peaked at $4.12M in Q3 2020.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.