BFG
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Berger Financial Group’s Amgen AMGN Stock Holding History

Berger Financial Group’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 		$1.3M Sell
3,591
-85
-2% -$29.1K 0.07% 191
2026
Q1 		$1.29M Sell
3,676
-135
-4% -$48.1K 0.07% 186
2025
Q4 		$1.25M Sell
3,811
-3
-0.1% -$952 0.07% 190
2025
Q3 		$1.08M Buy
3,814
+17
+0.4% +$4.93K 0.06% 195
2025
Q2 		$1.06M Buy
3,797
+10
+0.3% +$2.83K 0.07% 186
2025
Q1 		$1.18M Sell
3,787
-396
-9% -$117K 0.08% 170
2024
Q4 		$1.09M Sell
4,183
-318
-7% -$94.3K 0.08% 170
2024
Q3 		$1.45M Buy
4,501
+11
+0.2% +$3.6K 0.1% 140
2024
Q2 		$1.4M Sell
4,490
-26
-0.6% -$7.64K 0.11% 131
2024
Q1 		$1.28M Sell
4,516
-14
-0.3% -$4.1K 0.11% 134
2023
Q4 		$1.3M Sell
4,530
-56
-1% -$15.3K 0.14% 111
2023
Q3 		$1.23M Buy
4,586
+49
+1% +$12.2K 0.14% 109
2023
Q2 		$1.01M Sell
4,537
-30
-0.7% -$6.96K 0.11% 113
2023
Q1 		$1.1M Buy
4,567
+1
+0% +$245 0.13% 104
2022
Q4 		$1.2M Buy
4,566
+88
+2% +$23.6K 0.16% 98
2022
Q3 		$1.01M Buy
4,478
+286
+7% +$69.3K 0.15% 99
2022
Q2 		$1.02M Sell
4,192
-22
-0.5% -$5.39K 0.15% 92
2022
Q1 		$1.02M Sell
4,214
-156
-4% -$35.8K 0.13% 102
2021
Q4 		$983K Sell
4,370
-183
-4% -$38.6K 0.13% 104
2021
Q3 		$968K Buy
4,553
+48
+1% +$11K 0.17% 78
2021
Q2 		$1.1M Buy
4,505
+140
+3% +$34.4K 0.2% 78
2021
Q1 		$1.09M Sell
4,365
-340
-7% -$81.1K 0.24% 74
2020
Q4 		$1.08M Buy
+4,705
New +$1.08M 0.19% 94

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

Berger Financial Group's AMGN Position: Q2 2026 in Review

Berger Financial Group reduced its Amgen (AMGN) stake by 2.3% in Q2 2026, selling an estimated $29.1K and leaving 3,591 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #191.

Berger Financial Group first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q3 2024. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Berger Financial Group held 3,591 shares of Amgen worth $1.3M as of Q2 2026.
  • Berger Financial Group sold 85 Amgen shares in Q2 2026, an estimated $29.1K.
  • Amgen made up 0.07% of Berger Financial Group's portfolio in Q2 2026, its #191 holding.
  • Berger Financial Group first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Amgen position peaked at $1.45M in Q3 2024.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.