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Bard Financial Services’s Amgen AMGN Stock Holding History

Bard Financial Services’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
2025
Q3 		$7.8M Buy
27,650
+515
+2% +$149K 0.86% 33
2025
Q2 		$7.58M Buy
27,135
+25
+0.1% +$7.08K 0.9% 32
2025
Q1 		$8.45M Sell
27,110
-200
-0.7% -$59.1K 1.03% 27
2024
Q4 		$7.12M Sell
27,310
-875
-3% -$260K 0.85% 30
2024
Q3 		$9.08M Sell
28,185
-21,905
-44% -$7.17M 1.07% 27
2024
Q2 		$15.7M Sell
50,090
-50
-0.1% -$14.7K 1.62% 9
2024
Q1 		$14.3M Buy
50,140
+30
+0.1% +$8.78K 1.51% 10
2023
Q4 		$14.4M Buy
50,110
+15
+0% +$4.09K 1.62% 9
2023
Q3 		$13.5M Sell
50,095
-275
-0.5% -$68.6K 1.66% 9
2023
Q2 		$11.2M Sell
50,370
-825
-2% -$191K 0.85% 25
2023
Q1 		$12.4M Hold
51,195
– – 0.99% 22
2022
Q4 		$13.4M Sell
51,195
-300
-0.6% -$80.4K 1.14% 18
2022
Q3 		$11.6M Sell
51,495
-250
-0.5% -$60.6K 1.09% 21
2022
Q2 		$12.6M Buy
51,745
+100
+0.2% +$24.5K 1.15% 20
2022
Q1 		$12.5M Buy
51,645
+825
+2% +$190K 1.02% 19
2021
Q4 		$11.4M Buy
50,820
+550
+1% +$116K 0.92% 24
2021
Q3 		$10.7M Sell
50,270
-75
-0.1% -$17.3K 0.95% 22
2021
Q2 		$12.3M Buy
50,345
+125
+0.2% +$30.8K 1.09% 19
2021
Q1 		$12.5M Buy
50,220
+45
+0.1% +$10.7K 1.21% 18
2020
Q4 		$11.5M Buy
+50,175
New +$11.6M 1.16% 18

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bard Financial Services's AMGN Position: Q3 2025 in Review

Bard Financial Services increased its Amgen (AMGN) stake by 1.9% in Q3 2025, buying an estimated $149K and bringing the position to 27,650 shares worth $7.8M. The position accounts for 0.86% of the portfolio, ranked #33.

Bard Financial Services first reported a position in AMGN in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.7M in Q2 2024. 2,826 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Bard Financial Services held 27,650 shares of Amgen worth $7.8M as of Q3 2025.
  • Bard Financial Services bought 515 Amgen shares in Q3 2025, an estimated $149K.
  • Amgen made up 0.86% of Bard Financial Services's portfolio in Q3 2025, its #33 holding.
  • Bard Financial Services first reported a position in Amgen in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Amgen position peaked at $15.7M in Q2 2024.
  • 2,826 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.