Baron Silver Stevens Financial Advisors’s Amgen AMGN Stock Holding History

Baron Silver Stevens Financial Advisors’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	$302K	Sell	835 -2	-0.2%	-$685	0.04%	116
2026 Q1	$294K	Hold	837	–	–	0.04%	109
2025 Q4	$274K	Sell	837 -90	-10%	-$28.5K	0.04%	108
2025 Q3	$262K	Hold	927	–	–	0.04%	121
2025 Q2	$259K	Buy	927 +90	+11%	+$25.5K	0.04%	113
2025 Q1	$261K	Buy	837 +3	+0.4%	+$886	0.05%	99
2024 Q4	$217K	Buy	834 +79	+10%	+$23.4K	0.04%	118
2024 Q3	$243K	Buy	755 +78	+12%	+$25.5K	0.04%	106
2024 Q2	$212K	Sell	677 -97	-13%	-$28.5K	0.04%	108
2024 Q1	$220K	Buy	+774	New	+$226K	0.04%	114
2021 Q1	–	Sell	-197	Closed	-$45K	–	67
2020 Q4	$45K	Buy	+197	New	+$45.4K	0.02%	144

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AMGN Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Amgen (AMGN) stake by 0.24% in Q2 2026, selling an estimated $685 and leaving 835 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #116.

Baron Silver Stevens Financial Advisors first reported a position in AMGN in Q4 2020 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Baron Silver Stevens Financial Advisors held 835 shares of Amgen worth $302K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 2 Amgen shares in Q2 2026, an estimated $685.
Amgen made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #116 holding.
Baron Silver Stevens Financial Advisors first reported a position in Amgen in Q4 2020 and has held it in 11 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.