BFIM
AMGN icon

Beese Fulmer Investment Management’s Amgen AMGN Stock Holding History

Beese Fulmer Investment 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 		$1.27M Buy
3,502
+1,299
+59% +$445K 0.07% 143
2026
Q1 		$775K Sell
2,203
-977
-31% -$348K 0.05% 167
2025
Q4 		$1.04M Sell
3,180
-1,382
-30% -$438K 0.07% 146
2025
Q3 		$1.29M Buy
4,562
+51
+1% +$14.8K 0.09% 127
2025
Q2 		$1.26M Buy
4,511
+603
+15% +$171K 0.09% 128
2025
Q1 		$1.22M Buy
3,908
+330
+9% +$97.4K 0.1% 114
2024
Q4 		$933K Sell
3,578
-35
-1% -$10.4K 0.08% 123
2024
Q3 		$1.16M Sell
3,613
-170
-4% -$55.6K 0.1% 114
2024
Q2 		$1.18M Buy
3,783
+85
+2% +$25K 0.11% 112
2024
Q1 		$1.05M Sell
3,698
-137
-4% -$40.1K 0.1% 118
2023
Q4 		$1.1M Buy
3,835
+50
+1% +$13.6K 0.11% 116
2023
Q3 		$1.02M Hold
3,785
– – 0.11% 115
2023
Q2 		$840K Buy
3,785
+300
+9% +$69.6K 0.09% 124
2023
Q1 		$842K Sell
3,485
-14
-0.4% -$3.44K 0.1% 126
2022
Q4 		$919K Sell
3,499
-35
-1% -$9.38K 0.11% 124
2022
Q3 		$797K Buy
3,534
+10
+0.3% +$2.42K 0.11% 123
2022
Q2 		$857K Buy
3,524
+54
+2% +$13.2K 0.11% 121
2022
Q1 		$839K Buy
3,470
+165
+5% +$37.9K 0.09% 127
2021
Q4 		$743K Buy
3,305
+142
+4% +$30K 0.08% 135
2021
Q3 		$673K Buy
3,163
+1,225
+63% +$282K 0.08% 136
2021
Q2 		$472K Buy
1,938
+250
+15% +$61.5K 0.05% 155
2021
Q1 		$420K Buy
1,688
+350
+26% +$83.5K 0.05% 155
2020
Q4 		$308K Buy
1,338
+25
+2% +$5.76K 0.04% 168
2020
Q3 		$334K Sell
1,313
-250
-16% -$61.9K 0.05% 148
2020
Q2 		$369K Hold
1,563
– – 0.05% 142
2020
Q1 		$317K Hold
1,563
– – 0.06% 140
2019
Q4 		$377K Hold
1,563
– – 0.05% 150
2019
Q3 		$302K Buy
+1,563
New +$300K 0.05% 163

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beese Fulmer Investment Management's AMGN Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Amgen (AMGN) stake by 59% in Q2 2026, buying an estimated $445K and bringing the position to 3,502 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #143.

Beese Fulmer Investment Management first reported a position in AMGN in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.29M in Q3 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Beese Fulmer Investment Management held 3,502 shares of Amgen worth $1.27M as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,299 Amgen shares in Q2 2026, an estimated $445K.
  • Amgen made up 0.07% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #143 holding.
  • Beese Fulmer Investment Management first reported a position in Amgen in Q3 2019 and has held it in 28 quarters since.
  • Beese Fulmer Investment Management's Amgen position peaked at $1.29M in Q3 2025.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.