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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
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 $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

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

Bell Investment Advisors reduced its Amgen (AMGN) stake by 3.2% in Q1 2026, selling an estimated $3.56K and leaving 301 shares worth $106K. 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 18 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Bell Investment Advisors held 301 shares of Amgen worth $106K as of Q1 2026.
  • Bell Investment Advisors sold 10 Amgen shares in Q1 2026, an estimated $3.56K.
  • Amgen made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #167 holding.
  • Bell Investment Advisors first reported a position in Amgen in Q3 2021 and has held it in 18 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.