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Beacon Financial Advisory’s Amgen AMGN Stock Holding History

Beacon Financial Advisory’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
Q1 		$439K Buy
1,249
+44
+4% +$15.7K 0.1% 249
2025
Q4 		$394K Buy
1,205
+75
+7% +$23.8K 0.09% 247
2025
Q3 		$319K Buy
1,130
+152
+16% +$44.1K 0.07% 283
2025
Q2 		$273K Buy
978
+117
+14% +$33.1K 0.07% 282
2025
Q1 		$268K Buy
861
+88
+11% +$26K 0.08% 258
2024
Q4 		$201K Buy
773
+4
+0.5% +$1.19K 0.07% 286
2024
Q3 		$248K Buy
769
+34
+5% +$11.1K 0.08% 251
2024
Q2 		$230K Buy
+735
New +$216K 0.09% 247
2021
Q4 		– Sell
-1,239
Closed -$263K – 243
2021
Q3 		$263K Buy
+1,239
New +$285K 0.14% 186

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Beacon Financial Advisory's AMGN Position: Q1 2026 in Review

Beacon Financial Advisory increased its Amgen (AMGN) stake by 3.7% in Q1 2026, buying an estimated $15.7K and bringing the position to 1,249 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #249.

Beacon Financial Advisory first reported a position in AMGN in Q3 2021 and has held it in 9 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Beacon Financial Advisory held 1,249 shares of Amgen worth $439K as of Q1 2026.
  • Beacon Financial Advisory bought 44 Amgen shares in Q1 2026, an estimated $15.7K.
  • Amgen made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #249 holding.
  • Beacon Financial Advisory first reported a position in Amgen in Q3 2021 and has held it in 9 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.