Berman McAleer’s Amgen AMGN Stock Holding History

Berman McAleer’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	$247K	Buy	683 +21	+3%	+$7.19K	0.03%	145
2026 Q1	$233K	Sell	662 -10	-1%	-$3.56K	0.03%	144
2025 Q4	$220K	Buy	+672	New	+$213K	0.03%	146

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Berman McAleer's AMGN Position: Q2 2026 in Review

Berman McAleer increased its Amgen (AMGN) stake by 3.2% in Q2 2026, buying an estimated $7.19K and bringing the position to 683 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #145.

Berman McAleer first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Berman McAleer held 683 shares of Amgen worth $247K as of Q2 2026.
Berman McAleer bought 21 Amgen shares in Q2 2026, an estimated $7.19K.
Amgen made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #145 holding.
Berman McAleer first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.