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Bruce G. Allen Investments’s Amgen AMGN Stock Holding History

Bruce G. Allen Investments’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 		$213K Sell
587
-85
-13% -$29.1K 0.14% 73
2026
Q1 		$236K Sell
672
-80
-11% -$28.5K 0.15% 70
2025
Q4 		$246K Buy
752
+16
+2% +$5.08K 0.17% 67
2025
Q3 		$208K Sell
736
-13
-2% -$3.77K 0.15% 75
2025
Q2 		$209K Hold
749
– – 0.16% 71
2025
Q1 		$233K Buy
749
+158
+27% +$46.7K 0.18% 66
2024
Q4 		$154K Hold
591
– – 0.13% 99
2024
Q3 		$190K Sell
591
-16
-3% -$5.23K 0.15% 79
2024
Q2 		$190K Sell
607
-48
-7% -$14.1K 0.16% 75
2024
Q1 		$186K Sell
655
-67
-9% -$19.6K 0.15% 84
2023
Q4 		$208K Buy
+722
New +$197K 0.19% 73

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

Bruce G. Allen Investments's AMGN Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Amgen (AMGN) stake by 13% in Q2 2026, selling an estimated $29.1K and leaving 587 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #73.

Bruce G. Allen Investments first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q4 2025. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Bruce G. Allen Investments held 587 shares of Amgen worth $213K as of Q2 2026.
  • Bruce G. Allen Investments sold 85 Amgen shares in Q2 2026, an estimated $29.1K.
  • Amgen made up 0.14% of Bruce G. Allen Investments's portfolio in Q2 2026, its #73 holding.
  • Bruce G. Allen Investments first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Amgen position peaked at $246K in Q4 2025.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.