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Basecamp Wealth Advisors’s Amgen AMGN Stock Holding History

Basecamp Wealth 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 		$1.06M Sell
2,922
-2
-0.1% -$685 0.2% 55
2026
Q1 		$1.03M Hold
2,924
– – 0.21% 51
2025
Q4 		$957K Buy
+2,924
New +$928K 0.2% 50

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

Basecamp Wealth Advisors's AMGN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Amgen (AMGN) stake by 0.07% in Q2 2026, selling an estimated $685 and leaving 2,922 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #55.

Basecamp Wealth Advisors first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Basecamp Wealth Advisors held 2,922 shares of Amgen worth $1.06M as of Q2 2026.
  • Basecamp Wealth Advisors sold 2 Amgen shares in Q2 2026, an estimated $685.
  • Amgen made up 0.2% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Basecamp Wealth Advisors first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.