Blue Bell Private Wealth Management’s Amgen AMGN Stock Holding History

Blue Bell Private 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	$238K	Hold	658	–	–	0.03%	262
2026 Q1	$231K	Buy	658 +1	+0.2%	+$356	0.03%	254
2025 Q4	$215K	Hold	657	–	–	0.03%	248
2025 Q3	$185K	Sell	657 -5	-0.8%	-$1.45K	0.03%	254
2025 Q2	$185K	Buy	662 +436	+193%	+$124K	0.03%	243
2025 Q1	$70.5K	Buy	226 +57	+34%	+$16.8K	0.01%	334
2024 Q4	$44K	Buy	169 +1	+0.6%	+$297	0.01%	372
2024 Q3	$54.2K	Sell	168 -22	-12%	-$7.2K	0.01%	349
2024 Q2	$59.4K	Hold	190	–	–	0.01%	333
2024 Q1	$53.9K	Buy	190 +2	+1%	+$585	0.01%	343
2023 Q4	$54.2K	Sell	188 -69	-27%	-$18.8K	0.01%	311
2023 Q3	$69K	Sell	257 -24	-9%	-$5.99K	0.02%	232
2023 Q2	$62.5K	Buy	281 +200	+247%	+$46.4K	0.02%	239
2023 Q1	$19.5K	Buy	81 +1	+1%	+$245	0.01%	322
2022 Q4	$21.1K	Sell	80 -100	-56%	-$26.8K	0.01%	305
2022 Q3	$41K	Buy	180 +50	+38%	+$12.1K	0.01%	221
2022 Q2	$32K	Buy	130 +105	+420%	+$25.7K	0.01%	253
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	509
2021 Q4	$6K	Buy	+25	New	+$5.28K	﹤0.01%	485

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 $3.38T AUM 44.17% 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

Blue Bell Private Wealth Management's AMGN Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 658 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #262.

Blue Bell Private Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Blue Bell Private Wealth Management held 658 shares of Amgen worth $238K as of Q2 2026.
Blue Bell Private Wealth Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #262 holding.
Blue Bell Private Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.