Beacon Investment Advisors’s Amgen AMGN Stock Holding History

Beacon Investment 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	$669K	Hold	1,847	–	–	0.21%	100
2026 Q1	$650K	Sell	1,847 -1	-0.1%	-$356	0.25%	91
2025 Q4	$605K	Hold	1,848	–	–	0.24%	90
2025 Q3	$522K	Buy	1,848 +1	+0.1%	+$290	0.21%	98
2025 Q2	$512K	Hold	1,847	–	–	0.22%	99
2025 Q1	$576K	Sell	1,847 -14	-0.8%	-$4.13K	0.27%	92
2024 Q4	$485K	Hold	1,861	–	–	0.23%	104
2024 Q3	$600K	Hold	1,861	–	–	0.28%	88
2024 Q2	$581K	Sell	1,861 -7,499	-80%	-$2.2M	0.3%	87
2024 Q1	$2.66M	Buy	9,360 +18	+0.2%	+$5.27K	1.52%	16
2023 Q4	$2.69M	Buy	9,342 +116	+1%	+$31.6K	1.72%	13
2023 Q3	$2.48M	Buy	9,226 +34	+0.4%	+$8.48K	1.75%	12
2023 Q2	$2.04M	Buy	9,192 +8,327	+963%	+$1.93M	1.39%	16
2023 Q1	$209K	Hold	865	–	–	0.15%	120
2022 Q4	$227K	Buy	+865	New	+$232K	0.19%	117

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Investment Advisors's AMGN Position: Q2 2026 in Review

Beacon Investment Advisors held its Amgen (AMGN) position steady in Q2 2026 at 1,847 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #100.

Beacon Investment Advisors first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.69M in Q4 2023. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Beacon Investment Advisors held 1,847 shares of Amgen worth $669K as of Q2 2026.
Beacon Investment Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.21% of Beacon Investment Advisors's portfolio in Q2 2026, its #100 holding.
Beacon Investment Advisors first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
Beacon Investment Advisors's Amgen position peaked at $2.69M in Q4 2023.
3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.