BSW
AMGN icon

Buckingham Strategic Wealth’s Amgen AMGN Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$3.15K Buy
+100
New +$29.4K ﹤0.01% 778

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's AMGN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Amgen (AMGN) stake by 1.9% in Q2 2024, selling an estimated $73.7K and leaving 12,765 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #169.

Buckingham Strategic Wealth first reported a position in AMGN in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.05M in Q3 2023. 2,784 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Buckingham Strategic Wealth held 12,765 shares of Amgen worth $3.99M as of Q2 2024.
  • Buckingham Strategic Wealth sold 251 Amgen shares in Q2 2024, an estimated $73.7K.
  • Amgen made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #169 holding.
  • Buckingham Strategic Wealth first reported a position in Amgen in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Amgen position peaked at $5.05M in Q3 2023.
  • 2,784 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.