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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
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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Barnes Wealth Management Group's AMGN Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Amgen (AMGN) stake by 0.69% in Q2 2026, selling an estimated $2.05K and leaving 867 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #138.

Barnes Wealth Management Group first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,220 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Barnes Wealth Management Group held 867 shares of Amgen worth $314K as of Q2 2026.
  • Barnes Wealth Management Group sold 6 Amgen shares in Q2 2026, an estimated $2.05K.
  • Amgen made up 0.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #138 holding.
  • Barnes Wealth Management Group first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.