Barnes Wealth Management Group
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Barnes Wealth Management Group’s Amgen AMGN Stock Holding History

Barnes Wealth Management Group’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 		$360K Sell
853
-14
-2% -$5.58K 0.16% 128
2026
Q2 		$314K Sell
867
-6
-0.7% -$2.05K 0.15% 138
2026
Q1 		$307K Sell
873
-6
-0.7% -$2.14K 0.16% 135
2025
Q4 		$288K Buy
879
+4
+0.5% +$1.27K 0.15% 132
2025
Q3 		$247K Buy
875
+4
+0.5% +$1.16K 0.14% 144
2025
Q2 		$243K Buy
871
+43
+5% +$12.2K 0.14% 135
2025
Q1 		$258K Buy
828
+56
+7% +$16.5K 0.17% 120
2024
Q4 		$201K Buy
+772
New +$229K 0.13% 137

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Barnes Wealth Management Group's AMGN Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its Amgen (AMGN) stake by 1.6% in Q3 2026, selling an estimated $5.58K and leaving 853 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #128.

Barnes Wealth Management Group first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Barnes Wealth Management Group held 853 shares of Amgen worth $360K as of Q3 2026.
  • Barnes Wealth Management Group sold 14 Amgen shares in Q3 2026, an estimated $5.58K.
  • Amgen made up 0.16% of Barnes Wealth Management Group's portfolio in Q3 2026, its #128 holding.
  • Barnes Wealth Management Group first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.