BIA
AMGN icon

Barry Investment Advisors’s Amgen AMGN Stock Holding History

Barry Investment 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 		$493K Sell
1,360
-33
-2% -$11.3K 0.1% 59
2026
Q1 		$490K Sell
1,393
-1
-0.1% -$356 0.11% 61
2025
Q4 		$456K Sell
1,394
-97
-7% -$30.8K 0.1% 63
2025
Q3 		$421K Sell
1,491
-250
-14% -$72.5K 0.1% 74
2025
Q2 		$486K Buy
1,741
+5
+0.3% +$1.42K 0.12% 68
2025
Q1 		$541K Buy
1,736
+4
+0.2% +$1.18K 0.14% 66
2024
Q4 		$452K Sell
1,732
-116
-6% -$34.4K 0.15% 72
2024
Q3 		$596K Sell
1,848
-209
-10% -$68.4K 0.18% 61
2024
Q2 		$643K Sell
2,057
-474
-19% -$139K 0.22% 59
2024
Q1 		$720K Buy
2,531
+11
+0.4% +$3.22K 0.24% 54
2023
Q4 		$726K Sell
2,520
-398
-14% -$108K 0.25% 52
2023
Q3 		$784K Sell
2,918
-1
-0% -$250 0.28% 53
2023
Q2 		$648K Buy
2,919
+5
+0.2% +$1.16K 0.22% 67
2023
Q1 		$704K Sell
2,914
-90
-3% -$22.1K 0.23% 64
2022
Q4 		$789K Sell
3,004
-64
-2% -$17.2K 0.25% 59
2022
Q3 		$691K Sell
3,068
-108
-3% -$26.2K 0.24% 57
2022
Q2 		$773K Sell
3,176
-76
-2% -$18.6K 0.23% 58
2022
Q1 		$786K Buy
3,252
+81
+3% +$18.6K 0.21% 63
2021
Q4 		$713K Buy
3,171
+478
+18% +$101K 0.19% 61
2021
Q3 		$573K Buy
2,693
+4
+0.1% +$921 0.16% 68
2021
Q2 		$655K Sell
2,689
-27
-1% -$6.64K 0.18% 63
2021
Q1 		$676K Sell
2,716
-3
-0.1% -$716 0.19% 58
2020
Q4 		$625K Buy
2,719
+209
+8% +$48.2K 0.18% 53
2020
Q3 		$638K Sell
2,510
-12
-0.5% -$2.97K 0.22% 44
2020
Q2 		$595K Buy
2,522
+100
+4% +$22.8K 0.21% 44
2020
Q1 		$491K Buy
2,422
+10
+0.4% +$2.18K 0.24% 40
2019
Q4 		$571K Buy
2,412
+87
+4% +$19.2K 0.2% 43
2019
Q3 		$450K Buy
+2,325
New +$446K 0.16% 45

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barry Investment Advisors's AMGN Position: Q2 2026 in Review

Barry Investment Advisors reduced its Amgen (AMGN) stake by 2.4% in Q2 2026, selling an estimated $11.3K and leaving 1,360 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #59.

Barry Investment Advisors first reported a position in AMGN in Q3 2019 and has held it in 28 quarters since. The position peaked at $789K in Q4 2022. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Barry Investment Advisors held 1,360 shares of Amgen worth $493K as of Q2 2026.
  • Barry Investment Advisors sold 33 Amgen shares in Q2 2026, an estimated $11.3K.
  • Amgen made up 0.1% of Barry Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Barry Investment Advisors first reported a position in Amgen in Q3 2019 and has held it in 28 quarters since.
  • Barry Investment Advisors's Amgen position peaked at $789K in Q4 2022.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.