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Benchmark Financial Wealth Advisors’s Amgen AMGN Stock Holding History

Benchmark Financial Wealth 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 		$652K Sell
1,801
-26
-1% -$8.9K 0.16% 71
2026
Q1 		$643K Buy
1,827
+496
+37% +$177K 0.18% 67
2025
Q4 		$436K Buy
1,331
+476
+56% +$151K 0.13% 82
2025
Q3 		$241K Sell
855
-50
-6% -$14.5K 0.07% 101
2025
Q2 		$253K Buy
905
+132
+17% +$37.4K 0.08% 96
2025
Q1 		$241K Buy
773
+3
+0.4% +$886 0.09% 90
2024
Q4 		$201K Sell
770
-392
-34% -$116K 0.06% 99
2024
Q3 		$374K Sell
1,162
-35
-3% -$11.4K 0.12% 68
2024
Q2 		$374K Sell
1,197
-154
-11% -$45.2K 0.14% 60
2024
Q1 		$384K Buy
1,351
+215
+19% +$62.9K 0.15% 57
2023
Q4 		$327K Buy
1,136
+119
+12% +$32.4K 0.14% 60
2023
Q3 		$273K Buy
+1,017
New +$254K 0.13% 57

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

Benchmark Financial Wealth Advisors's AMGN Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Amgen (AMGN) stake by 1.4% in Q2 2026, selling an estimated $8.9K and leaving 1,801 shares worth $652K. The position accounts for 0.16% of the portfolio, ranked #71.

Benchmark Financial Wealth Advisors first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,801 shares of Amgen worth $652K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 26 Amgen shares in Q2 2026, an estimated $8.9K.
  • Amgen made up 0.16% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.