Bellwether Advisors’s Amgen AMGN Stock Holding History

Bellwether 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 Q3	$2.79M	Buy	+6,610	New	+$2.63M	0.41%	60
2025 Q3	–	Sell	-275	Closed	-$76.8K	–	154
2025 Q2	$76.8K	Hold	275	–	–	0.01%	189
2025 Q1	$85.7K	Buy	275 +1	+0.4%	+$295	0.02%	185
2024 Q4	$71.4K	Buy	+274	New	+$81.3K	0.01%	202
2023 Q2	–	Sell	-115	Closed	-$27.8K	–	102
2023 Q1	$27.8K	Buy	115 +19	+20%	+$4.66K	0.01%	222
2022 Q4	$25.2K	Buy	96 +11	+13%	+$2.95K	0.01%	232
2022 Q3	$19K	Buy	85 +1	+1%	+$242	0.01%	221
2022 Q2	$20K	Buy	84 +9	+12%	+$2.2K	0.01%	213
2022 Q1	$18K	Hold	75	–	–	0.01%	265
2021 Q4	$16K	Sell	75 -23	-23%	-$4.85K	0.01%	290
2021 Q3	$20K	Buy	98 +19	+24%	+$4.37K	0.01%	246
2021 Q2	$19K	Hold	79	–	–	0.01%	224
2021 Q1	$19K	Hold	79	–	–	0.01%	203
2020 Q4	$18K	Buy	+79	New	+$18.2K	0.01%	202

Other funds holding AMGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bellwether Advisors's AMGN Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Amgen (AMGN) in Q3 2026: 6,610 shares worth $2.79M. The stake represents 0.41% of the portfolio and ranks #60 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in AMGN as recently as Q2 2025.

Bellwether Advisors first reported a position in AMGN in Q4 2020 and has held it in 14 quarters since. 2,051 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Bellwether Advisors held 6,610 shares of Amgen worth $2.79M as of Q3 2026.
Amgen was a new Bellwether Advisors position in Q3 2026.
Amgen made up 0.41% of Bellwether Advisors's portfolio in Q3 2026, its #60 holding.
Bellwether Advisors first reported a position in Amgen in Q4 2020 and has held it in 14 quarters since.
2,051 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.