BKM Wealth Management’s Amgen AMGN Stock Holding History

BKM 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	$2.07M	Sell	5,715 -627	-10%	-$215K	0.73%	35
2026 Q1	$2.23M	Sell	6,342 -185	-3%	-$66K	0.81%	36
2025 Q4	$2.14M	Sell	6,527 -819	-11%	-$260K	0.78%	39
2025 Q3	$2.07M	Sell	7,346 -56	-0.8%	-$16.2K	0.76%	41
2025 Q2	$2.07M	Buy	7,402 +267	+4%	+$75.6K	0.81%	35
2025 Q1	$2.22M	Buy	7,135 +119	+2%	+$35.1K	0.92%	34
2024 Q4	$1.83M	Buy	7,016 +454	+7%	+$135K	0.75%	37
2024 Q3	$2.11M	Buy	6,562 +194	+3%	+$63.5K	0.86%	29
2024 Q2	$1.99M	Buy	6,368 +440	+7%	+$129K	0.96%	29
2024 Q1	$1.69M	Buy	5,928 +855	+17%	+$250K	0.72%	40
2023 Q4	$1.46M	Buy	+5,073	New	+$1.38M	0.62%	46

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

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

BKM Wealth Management reduced its Amgen (AMGN) stake by 9.9% in Q2 2026, selling an estimated $215K and leaving 5,715 shares worth $2.07M. The position accounts for 0.73% of the portfolio, ranked #35.

BKM Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q1 2026. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

BKM Wealth Management held 5,715 shares of Amgen worth $2.07M as of Q2 2026.
BKM Wealth Management sold 627 Amgen shares in Q2 2026, an estimated $215K.
Amgen made up 0.73% of BKM Wealth Management's portfolio in Q2 2026, its #35 holding.
BKM Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Amgen position peaked at $2.23M in Q1 2026.
3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.