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Bell Investment Advisors’s Amgen AMGN Stock Holding History

Bell 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 		$116K Buy
319
+18
+6% +$6.16K 0.02% 167
2026
Q1 		$106K Sell
301
-10
-3% -$3.56K 0.02% 167
2025
Q4 		$102K Buy
311
+47
+18% +$14.9K 0.02% 168
2025
Q3 		$74.5K Sell
264
-35
-12% -$10.2K 0.01% 190
2025
Q2 		$83.5K Buy
299
+10
+3% +$2.83K 0.01% 182
2025
Q1 		$90K Buy
289
+8
+3% +$2.36K 0.02% 154
2024
Q4 		$73.2K Sell
281
-3
-1% -$890 0.01% 174
2024
Q3 		$91.5K Hold
284
– – 0.02% 152
2024
Q2 		$88.7K Sell
284
-9
-3% -$2.64K 0.02% 150
2024
Q1 		$83.3K Sell
293
-2
-0.7% -$585 0.02% 153
2023
Q4 		$85K Buy
295
+2
+0.7% +$545 0.02% 149
2023
Q3 		$78.7K Buy
293
+52
+22% +$13K 0.02% 140
2023
Q2 		$53.5K Sell
241
-44
-15% -$10.2K 0.01% 157
2023
Q1 		$68.9K Buy
285
+1
+0.4% +$245 0.02% 137
2022
Q4 		$74.6K Buy
284
+50
+21% +$13.4K 0.02% 125
2022
Q3 		$53K Sell
234
-67
-22% -$16.2K 0.02% 130
2022
Q2 		$73K Buy
+301
New +$73.8K 0.02% 103
2021
Q4 		$58K Buy
260
+14
+6% +$2.96K 0.02% 142
2021
Q3 		$52K Buy
+246
New +$56.6K 0.02% 138

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its Amgen (AMGN) stake by 6% in Q2 2026, buying an estimated $6.16K and bringing the position to 319 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #167.

Bell Investment Advisors first reported a position in AMGN in Q3 2021 and has held it in 19 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Bell Investment Advisors held 319 shares of Amgen worth $116K as of Q2 2026.
  • Bell Investment Advisors bought 18 Amgen shares in Q2 2026, an estimated $6.16K.
  • Amgen made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Bell Investment Advisors first reported a position in Amgen in Q3 2021 and has held it in 19 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.