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Breakwater Investment Management’s Amgen AMGN Stock Holding History

Breakwater Investment 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 		$1.81K Buy
5
+3
+150% +$1.03K ﹤0.01% 319
2026
Q1 		$704 Hold
2
– – ﹤0.01% 344
2025
Q4 		$655 Buy
+2
New +$634 ﹤0.01% 334

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

Breakwater Investment Management's AMGN Position: Q2 2026 in Review

Breakwater Investment Management increased its Amgen (AMGN) stake by 150% in Q2 2026, buying an estimated $1.03K and bringing the position to 5 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Breakwater Investment Management first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Breakwater Investment Management held 5 shares of Amgen worth $1.81K as of Q2 2026.
  • Breakwater Investment Management bought 3 Amgen shares in Q2 2026, an estimated $1.03K.
  • Amgen made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #319 holding.
  • Breakwater Investment Management first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.