Bernardo Wealth Planning’s Amgen AMGN Stock Holding History

Bernardo Wealth Planning’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	$255K	Buy	704 +49	+7%	+$16.8K	0.04%	118
2026 Q1	$231K	Buy	655 +15	+2%	+$5.35K	0.05%	116
2025 Q4	$210K	Buy	+640	New	+$203K	0.04%	122
2025 Q2	–	Sell	-656	Closed	-$204K	–	120
2025 Q1	$204K	Buy	+656	New	+$194K	0.05%	111
2021 Q1	–	Sell	-1,550	Closed	-$356K	–	83
2020 Q4	$356K	Hold	1,550	–	–	0.14%	119
2020 Q3	$394K	Sell	1,550 -1	-0.1%	-$248	0.18%	97
2020 Q2	$365K	Sell	1,551 -13	-0.8%	-$2.97K	0.2%	96
2020 Q1	$317K	Buy	1,564 +35	+2%	+$7.64K	0.22%	106
2019 Q4	$368K	Buy	1,529 +32	+2%	+$7.05K	0.22%	107
2019 Q3	$289K	Sell	1,497 -119	-7%	-$22.8K	0.21%	118
2019 Q2	$298K	Sell	1,616 -7	-0.4%	-$1.25K	0.23%	109
2019 Q1	$308K	Sell	1,623 -1	-0.1%	-$191	0.24%	108
2018 Q4	$316K	Buy	+1,624	New	+$317K	0.28%	95

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Bernardo Wealth Planning's AMGN Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Amgen (AMGN) stake by 7.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 704 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #118.

Bernardo Wealth Planning first reported a position in AMGN in Q4 2018 and has held it in 13 quarters since. The position peaked at $394K in Q3 2020. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Bernardo Wealth Planning held 704 shares of Amgen worth $255K as of Q2 2026.
Bernardo Wealth Planning bought 49 Amgen shares in Q2 2026, an estimated $16.8K.
Amgen made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #118 holding.
Bernardo Wealth Planning first reported a position in Amgen in Q4 2018 and has held it in 13 quarters since.
Bernardo Wealth Planning's Amgen position peaked at $394K in Q3 2020.
1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.