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Bernard Wealth Management’s Amgen AMGN Stock Holding History

Bernard 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 		$137K Hold
379
– – 0.05% 83
2026
Q1 		$133K Hold
379
– – 0.06% 78
2025
Q4 		$124K Hold
379
– – 0.05% 88
2025
Q3 		$107K Hold
379
– – 0.04% 88
2025
Q2 		$106K Hold
379
– – 0.05% 86
2025
Q1 		$118K Sell
379
-196
-34% -$57.9K 0.06% 74
2024
Q4 		$150K Buy
+575
New +$171K 0.07% 67

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

Bernard Wealth Management's AMGN Position: Q2 2026 in Review

Bernard Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 379 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #83.

Bernard Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q4 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Bernard Wealth Management held 379 shares of Amgen worth $137K as of Q2 2026.
  • Bernard Wealth Management left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Bernard Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Amgen position peaked at $150K in Q4 2024.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.