BFP
AMGN icon

Briaud Financial Planning’s Amgen AMGN Stock Holding History

Briaud Financial 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
Q2 		$460K Sell
1,270
-36
-3% -$12.3K 0.12% 26
2026
Q1 		$460K Sell
1,306
-14
-1% -$4.99K 0.12% 24
2025
Q4 		$432K Buy
1,320
+505
+62% +$160K 0.11% 23
2025
Q3 		$230K Hold
815
– – 0.08% 31
2025
Q2 		$227K Buy
815
+209
+34% +$59.2K 0.09% 30
2025
Q1 		$188K Buy
606
+506
+506% +$149K 0.07% 35
2024
Q4 		$26K Hold
100
– – 0.01% 108
2024
Q3 		$32K Hold
100
– – 0.02% 79
2024
Q2 		$31K Hold
100
– – 0.02% 76
2024
Q1 		$29K Buy
+100
New +$29.3K 0.02% 73
2023
Q4 		– Sell
-100
Closed -$26K – 18
2023
Q3 		$26K Buy
+100
New +$25K 0.02% 77

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 $3.37T AUM 44.26% 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

Briaud Financial Planning's AMGN Position: Q2 2026 in Review

Briaud Financial Planning reduced its Amgen (AMGN) stake by 2.8% in Q2 2026, selling an estimated $12.3K and leaving 1,270 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #26.

Briaud Financial Planning first reported a position in AMGN in Q3 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Briaud Financial Planning held 1,270 shares of Amgen worth $460K as of Q2 2026.
  • Briaud Financial Planning sold 36 Amgen shares in Q2 2026, an estimated $12.3K.
  • Amgen made up 0.12% of Briaud Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Briaud Financial Planning first reported a position in Amgen in Q3 2023 and has held it in 11 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.