BPA
AMGN icon

Beacon Pointe Advisors’s Amgen AMGN Stock Holding History

Beacon Pointe 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 		$40.3M Buy
114,444
+35,074
+44% +$12.5M 0.21% 106
2025
Q4 		$26M Buy
79,370
+767
+1% +$243K 0.18% 125
2025
Q3 		$22.2M Sell
78,603
-9,378
-11% -$2.72M 0.19% 119
2025
Q2 		$24.6M Sell
87,981
-4,768
-5% -$1.35M 0.26% 86
2025
Q1 		$28.9M Buy
92,749
+547
+0.6% +$162K 0.32% 68
2024
Q4 		$24M Sell
92,202
-33,386
-27% -$9.91M 0.27% 86
2024
Q3 		$40.5M Buy
125,588
+5,910
+5% +$1.93M 0.47% 44
2024
Q2 		$37.4M Buy
119,678
+7,340
+7% +$2.16M 0.44% 44
2024
Q1 		$31.9M Sell
112,338
-4,075
-4% -$1.19M 0.36% 57
2023
Q4 		$33.5M Buy
116,413
+1,312
+1% +$357K 0.4% 48
2023
Q3 		$30.9M Buy
115,101
+21,535
+23% +$5.37M 0.39% 54
2023
Q2 		$20.8M Sell
93,566
-16,335
-15% -$3.79M 0.34% 66
2023
Q1 		$26.6M Sell
109,901
-4,187
-4% -$1.03M 0.45% 47
2022
Q4 		$30M Buy
114,088
+7,099
+7% +$1.9M 0.58% 39
2022
Q3 		$24.1M Buy
106,989
+22
+0% +$5.33K 0.54% 39
2022
Q2 		$26M Sell
106,967
-19,740
-16% -$4.84M 0.55% 37
2022
Q1 		$30.6M Buy
126,707
+45,284
+56% +$10.4M 0.42% 53
2021
Q4 		$18.3M Sell
81,423
-17,943
-18% -$3.79M 0.48% 47
2021
Q3 		$21.1M Buy
99,366
+52,392
+112% +$12.1M 0.52% 38
2021
Q2 		$11.4M Buy
46,974
+32,906
+234% +$8.1M 0.41% 59
2021
Q1 		$3.5M Sell
14,068
-1,188
-8% -$283K 0.21% 92
2020
Q4 		$3.5M Buy
15,256
+5,925
+63% +$1.37M 0.24% 88
2020
Q3 		$2.37M Sell
9,331
-2,950
-24% -$731K 0.23% 86
2020
Q2 		$2.9M Buy
12,281
+6,800
+124% +$1.55M 0.29% 80
2020
Q1 		$1.11M Buy
5,481
+1,335
+32% +$292K 0.18% 119
2019
Q4 		$1M Buy
+4,146
New +$914K 0.31% 73
2019
Q3 		– Sell
-3,866
Closed -$713K – 173
2019
Q2 		$713K Buy
3,866
+26
+0.7% +$4.66K 0.26% 92
2019
Q1 		$730K Sell
3,840
-31
-0.8% -$5.92K 0.27% 89
2018
Q4 		$754K Buy
+3,871
New +$755K 0.46% 61

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 Pointe Advisors's AMGN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Amgen (AMGN) stake by 44% in Q1 2026, buying an estimated $12.5M and bringing the position to 114,444 shares worth $40.3M. The position accounts for 0.21% of the portfolio, ranked #106.

Beacon Pointe Advisors first reported a position in AMGN in Q4 2018 and has held it in 29 quarters since. The position peaked at $40.5M in Q3 2024. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Beacon Pointe Advisors held 114,444 shares of Amgen worth $40.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 35,074 Amgen shares in Q1 2026, an estimated $12.5M.
  • Amgen made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #106 holding.
  • Beacon Pointe Advisors first reported a position in Amgen in Q4 2018 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's Amgen position peaked at $40.5M in Q3 2024.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.