Beaird Harris Wealth Management’s Amgen AMGN Stock Holding History

Beaird Harris Wealth Management’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	$398K	Hold	1,098	–	–	0.02%	107
2026 Q1	$386K	Buy	1,098 +19	+2%	+$6.77K	0.03%	107
2025 Q4	$353K	Sell	1,079 -21	-2%	-$6.66K	0.02%	108
2025 Q3	$310K	Sell	1,100 -4	-0.4%	-$1.16K	0.02%	112
2025 Q2	$308K	Buy	1,104 +15	+1%	+$4.25K	0.02%	113
2025 Q1	$339K	Hold	1,089	–	–	0.03%	100
2024 Q4	$284K	Buy	1,089 +199	+22%	+$59K	0.02%	112
2024 Q3	$287K	Hold	890	–	–	0.03%	118
2024 Q2	$278K	Hold	890	–	–	0.03%	107
2024 Q1	$253K	Hold	890	–	–	0.02%	104
2023 Q4	$256K	Buy	890 +7	+0.8%	+$1.91K	0.03%	99
2023 Q3	$237K	Hold	883	–	–	0.03%	91
2023 Q2	$196K	Hold	883	–	–	0.02%	100
2023 Q1	$213K	Hold	883	–	–	0.04%	83
2022 Q4	$232K	Hold	883	–	–	0.04%	81
2022 Q3	$199K	Hold	883	–	–	0.04%	81
2022 Q2	$215K	Hold	883	–	–	0.06%	66
2022 Q1	$214K	Hold	883	–	–	0.08%	81
2021 Q4	$199K	Buy	+883	New	+$186K	0.07%	117

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Beaird Harris Wealth Management's AMGN Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 1,098 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #107.

Beaird Harris Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Beaird Harris Wealth Management held 1,098 shares of Amgen worth $398K as of Q2 2026.
Beaird Harris Wealth Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #107 holding.
Beaird Harris Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.