Baron Wealth Management
AMGN icon

Baron Wealth Management’s Amgen AMGN Stock Holding History

Baron 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
Q3 		$944K Buy
2,239
+54
+2% +$21.5K 0.24% 55
2026
Q2 		$791K Sell
2,185
-40
-2% -$13.7K 0.21% 67
2026
Q1 		$783K Buy
2,225
+328
+17% +$117K 0.23% 58
2025
Q4 		$621K Buy
1,897
+1,041
+122% +$330K 0.19% 76
2025
Q3 		$242K Buy
+856
New +$248K 0.08% 192

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Baron Wealth Management's AMGN Position: Q3 2026 in Review

Baron Wealth Management increased its Amgen (AMGN) stake by 2.5% in Q3 2026, buying an estimated $21.5K and bringing the position to 2,239 shares worth $944K. The position accounts for 0.24% of the portfolio, ranked #55.

Baron Wealth Management first reported a position in AMGN in Q3 2025 and has held it in 5 quarters since. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Baron Wealth Management held 2,239 shares of Amgen worth $944K as of Q3 2026.
  • Baron Wealth Management bought 54 Amgen shares in Q3 2026, an estimated $21.5K.
  • Amgen made up 0.24% of Baron Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Baron Wealth Management first reported a position in Amgen in Q3 2025 and has held it in 5 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.