Bernardo Wealth Planning
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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
Q3 		$626K Buy
1,484
+780
+111% +$311K 0.05% 108
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bernardo Wealth Planning's AMGN Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Amgen (AMGN) stake by 111% in Q3 2026, buying an estimated $311K and bringing the position to 1,484 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #108.

Bernardo Wealth Planning first reported a position in AMGN in Q4 2018 and has held it in 14 quarters since. 2,038 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Bernardo Wealth Planning held 1,484 shares of Amgen worth $626K as of Q3 2026.
  • Bernardo Wealth Planning bought 780 Amgen shares in Q3 2026, an estimated $311K.
  • Amgen made up 0.05% of Bernardo Wealth Planning's portfolio in Q3 2026, its #108 holding.
  • Bernardo Wealth Planning first reported a position in Amgen in Q4 2018 and has held it in 14 quarters since.
  • 2,038 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.