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Beacon Harbor Wealth Advisors’s Amgen AMGN Stock Holding History

Beacon Harbor 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
Q1 		$8.56M Sell
24,323
-293
-1% -$104K 1.79% 19
2025
Q4 		$8.06M Buy
24,616
+44
+0.2% +$14K 1.79% 20
2025
Q3 		$6.93M Buy
24,572
+154
+0.6% +$44.7K 1.62% 22
2025
Q2 		$6.82M Sell
24,418
-2,484
-9% -$704K 1.7% 23
2025
Q1 		$8.38M Buy
26,902
+13,354
+99% +$3.94M 1.95% 14
2024
Q4 		$3.53M Buy
+13,548
New +$4.02M 0.82% 44
2024
Q1 		– Sell
-12,993
Closed -$3.74M – 70
2023
Q4 		$3.74M Sell
12,993
-910
-7% -$248K 1.09% 40
2023
Q3 		$3.74M Sell
13,903
-8,345
-38% -$2.08M 1.24% 43
2023
Q2 		$4.94M Buy
22,248
+1,232
+6% +$286K 1.62% 30
2023
Q1 		$5.08M Sell
21,016
-170
-0.8% -$41.7K 1.77% 29
2022
Q4 		$5.56M Buy
+21,186
New +$5.68M 1.89% 20
2022
Q2 		$5.89M Sell
24,200
-240
-1% -$58.8K 2.07% 17
2022
Q1 		$5.91M Buy
+24,440
New +$5.62M 1.93% 17

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 Harbor Wealth Advisors's AMGN Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors reduced its Amgen (AMGN) stake by 1.2% in Q1 2026, selling an estimated $104K and leaving 24,323 shares worth $8.56M. The position accounts for 1.79% of the portfolio, ranked #19.

Beacon Harbor Wealth Advisors first reported a position in AMGN in Q1 2022 and has held it in 13 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 24,323 shares of Amgen worth $8.56M as of Q1 2026.
  • Beacon Harbor Wealth Advisors sold 293 Amgen shares in Q1 2026, an estimated $104K.
  • Amgen made up 1.79% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Amgen in Q1 2022 and has held it in 13 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.