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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Beacon Investment Advisors's AMGN Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Amgen (AMGN) stake by 0.05% in Q1 2026, selling an estimated $356 and leaving 1,847 shares worth $650K. The position accounts for 0.25% of the portfolio, ranked #91.

Beacon Investment Advisors first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.69M in Q4 2023. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Beacon Investment Advisors held 1,847 shares of Amgen worth $650K as of Q1 2026.
Beacon Investment Advisors sold 1 Amgen share in Q1 2026, an estimated $356.
Amgen made up 0.25% of Beacon Investment Advisors's portfolio in Q1 2026, its #91 holding.
Beacon Investment Advisors first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Amgen position peaked at $2.69M in Q4 2023.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.