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Beverly Hills Private Wealth’s Amgen AMGN Stock Holding History

Beverly Hills Private Wealth’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 		$847K Sell
2,339
-122
-5% -$41.8K 0.16% 115
2026
Q1 		$866K Buy
2,461
+530
+27% +$189K 0.14% 137
2025
Q4 		$632K Sell
1,931
-50
-3% -$15.9K 0.11% 150
2025
Q3 		$559K Buy
1,981
+12
+0.6% +$3.48K 0.1% 169
2025
Q2 		$550K Buy
1,969
+37
+2% +$10.5K 0.1% 163
2025
Q1 		$602K Buy
1,932
+44
+2% +$13K 0.12% 149
2024
Q4 		$492K Sell
1,888
-215
-10% -$63.8K 0.1% 174
2024
Q3 		$678K Sell
2,103
-44
-2% -$14.4K 0.14% 152
2024
Q2 		$671K Sell
2,147
-337
-14% -$99K 0.15% 149
2024
Q1 		$706K Sell
2,484
-94
-4% -$27.5K 0.16% 142
2023
Q4 		$743K Sell
2,578
-86
-3% -$23.4K 0.19% 115
2023
Q3 		$716K Sell
2,664
-517
-16% -$129K 0.21% 106
2023
Q2 		$774K Buy
3,181
+752
+31% +$174K 0.13% 175
2023
Q1 		$587K Buy
2,429
+646
+36% +$159K 0.18% 125
2022
Q4 		$468K Buy
+1,783
New +$478K 0.2% 114

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

Beverly Hills Private Wealth's AMGN Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Amgen (AMGN) stake by 5% in Q2 2026, selling an estimated $41.8K and leaving 2,339 shares worth $847K. The position accounts for 0.16% of the portfolio, ranked #115.

Beverly Hills Private Wealth first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $866K in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Beverly Hills Private Wealth held 2,339 shares of Amgen worth $847K as of Q2 2026.
  • Beverly Hills Private Wealth sold 122 Amgen shares in Q2 2026, an estimated $41.8K.
  • Amgen made up 0.16% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Beverly Hills Private Wealth first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Amgen position peaked at $866K in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.