Beacon Financial Advisory
AMGN icon

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
Q3 		$530K Sell
1,257
-17
-1% -$6.78K 0.1% 240
2026
Q2 		$461K Buy
1,274
+25
+2% +$8.56K 0.09% 259
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Beacon Financial Advisory's AMGN Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Amgen (AMGN) stake by 1.3% in Q3 2026, selling an estimated $6.78K and leaving 1,257 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #240.

Beacon Financial Advisory first reported a position in AMGN in Q3 2021 and has held it in 11 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Beacon Financial Advisory held 1,257 shares of Amgen worth $530K as of Q3 2026.
  • Beacon Financial Advisory sold 17 Amgen shares in Q3 2026, an estimated $6.78K.
  • Amgen made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #240 holding.
  • Beacon Financial Advisory first reported a position in Amgen in Q3 2021 and has held it in 11 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.