BFG
AMGN icon

Beacon Financial Group’s Amgen AMGN Stock Holding History

Beacon Financial Group’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 		$3.25M Sell
8,964
-114
-1% -$39K 0.3% 80
2026
Q1 		$3.19M Sell
9,078
-371
-4% -$132K 0.32% 80
2025
Q4 		$3.09M Sell
9,449
-246
-3% -$78K 0.31% 82
2025
Q3 		$2.74M Sell
9,695
-684
-7% -$198K 0.27% 91
2025
Q2 		$2.9M Sell
10,379
-501
-5% -$142K 0.3% 88
2025
Q1 		$3.39M Sell
10,880
-533
-5% -$157K 0.37% 74
2024
Q4 		$2.97M Sell
11,413
-187
-2% -$55.5K 0.32% 81
2024
Q3 		$3.74M Sell
11,600
-328
-3% -$107K 0.4% 64
2024
Q2 		$3.73M Sell
11,928
-391
-3% -$115K 0.42% 64
2024
Q1 		$3.5M Sell
12,319
-2,394
-16% -$701K 0.4% 68
2023
Q4 		$4.24M Sell
14,713
-351
-2% -$95.6K 0.52% 54
2023
Q3 		$3.86M Sell
15,064
-275
-2% -$68.6K 0.55% 60
2023
Q2 		$3.39M Sell
15,339
-608
-4% -$141K 0.46% 69
2023
Q1 		$4M Buy
15,947
+2,054
+15% +$504K 0.56% 63
2022
Q4 		$3.61M Sell
13,893
-39
-0.3% -$10.5K 0.49% 62
2022
Q3 		$3.18M Buy
13,932
+420
+3% +$102K 0.49% 59
2022
Q2 		$3.3M Sell
13,512
-52
-0.4% -$12.7K 0.49% 67
2022
Q1 		$3.3M Sell
13,564
-58
-0.4% -$13.3K 0.44% 69
2021
Q4 		$3.09M Sell
13,622
-15,535
-53% -$3.28M 0.4% 72
2021
Q3 		$4.83M Buy
29,157
+465
+2% +$107K 0.65% 49
2021
Q2 		$5.11M Sell
28,692
-242
-0.8% -$59.5K 0.72% 45
2021
Q1 		$4.94M Buy
28,934
+15,206
+111% +$3.63M 0.77% 36
2020
Q4 		$3.32M Sell
13,728
-10
-0.1% -$2.31K 0.52% 63
2020
Q3 		$3.49M Sell
13,738
-238
-2% -$59K 0.62% 53
2020
Q2 		$3.24M Sell
13,976
-5,373
-28% -$1.23M 0.62% 52
2020
Q1 		$4.03M Sell
19,349
-241
-1% -$52.6K 0.89% 39
2019
Q4 		$4.72M Buy
19,590
+155
+0.8% +$34.2K 0.59% 43
2019
Q3 		$3.79M Sell
19,435
-6,340
-25% -$1.22M 0.65% 48
2019
Q2 		$4.75M Sell
25,775
-20
-0.1% -$3.58K 0.81% 44
2019
Q1 		$4.9K Sell
25,795
-4,751
-16% -$907K 0.8% 36
2018
Q4 		$5.83M Sell
30,546
-126
-0.4% -$24.6K 1.09% 31
2018
Q3 		$6.36M Sell
30,672
-10,861
-26% -$2.14M 1.07% 30
2018
Q2 		$7.67M Sell
41,533
-556
-1% -$98.3K 1.3% 25
2018
Q1 		$7.17M Sell
42,089
-2,764
-6% -$507K 1.22% 25
2017
Q4 		$7.8M Sell
44,853
-1,700
-4% -$301K 1.36% 25
2017
Q3 		$8.68M Buy
46,553
+3,990
+9% +$707K 1.57% 22
2017
Q2 		$7.35M Buy
42,563
+479
+1% +$77.9K 1.39% 30
2017
Q1 		$6.92M Buy
42,084
+37,884
+902% +$6.29M 1.32% 33
2016
Q4 		$614K Sell
4,200
-139
-3% -$20.9K 0.12% 105
2016
Q3 		$718K Buy
4,339
+2,834
+188% +$479K 0.15% 95
2016
Q2 		$226K Buy
+1,505
New +$234K 0.05% 168

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Beacon Financial Group's AMGN Position: Q2 2026 in Review

Beacon Financial Group reduced its Amgen (AMGN) stake by 1.3% in Q2 2026, selling an estimated $39K and leaving 8,964 shares worth $3.25M. The position accounts for 0.3% of the portfolio, ranked #80.

Beacon Financial Group first reported a position in AMGN in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.68M in Q3 2017. 1,324 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Beacon Financial Group held 8,964 shares of Amgen worth $3.25M as of Q2 2026.
  • Beacon Financial Group sold 114 Amgen shares in Q2 2026, an estimated $39K.
  • Amgen made up 0.3% of Beacon Financial Group's portfolio in Q2 2026, its #80 holding.
  • Beacon Financial Group first reported a position in Amgen in Q2 2016 and has held it in 41 quarters since.
  • Beacon Financial Group's Amgen position peaked at $8.68M in Q3 2017.
  • 1,324 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.