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Bennett Associates Wealth Management’s Amgen AMGN Stock Holding History

Bennett Associates Wealth 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 		– Sell
-1,479
Closed -$520K – 55
2026
Q1 		$520K Sell
1,479
-138
-9% -$49.2K 0.35% 31
2025
Q4 		$529K Buy
1,617
+12
+0.7% +$3.81K 0.37% 30
2025
Q3 		$453K Buy
1,605
+200
+14% +$58K 0.33% 30
2025
Q2 		$392K Sell
1,405
-104
-7% -$29.5K 0.3% 31
2025
Q1 		$470K Sell
1,509
-111
-7% -$32.8K 0.39% 26
2024
Q4 		$422K Buy
+1,620
New +$481K 0.35% 30
2024
Q3 		– Sell
-1,655
Closed -$517K – 46
2024
Q2 		$517K Sell
1,655
-127
-7% -$37.3K 0.47% 24
2024
Q1 		$507K Buy
1,782
+138
+8% +$40.4K 0.46% 25
2023
Q4 		$474K Buy
+1,644
New +$448K 0.46% 27

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

Bennett Associates Wealth Management's AMGN Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of Amgen (AMGN) in Q2 2026, closing a stake of 1,479 shares — an estimated $520K sold.

Bennett Associates Wealth Management first reported a position in AMGN in Q4 2023 and held it in 9 quarters. The position peaked at $529K in Q4 2025. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Bennett Associates Wealth Management reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 1,479 Amgen shares in Q2 2026, an estimated $520K.
  • Bennett Associates Wealth Management first reported a position in Amgen in Q4 2023 and held it in 9 quarters.
  • Bennett Associates Wealth Management's Amgen position peaked at $529K in Q4 2025.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.