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Burke & Herbert Bank & Trust’s Amgen AMGN Stock Holding History

Burke & Herbert Bank & Trust’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 		$577K Sell
1,593
-99
-6% -$33.9K 0.14% 138
2026
Q1 		$595K Hold
1,692
– – 0.16% 125
2025
Q4 		$554K Buy
1,692
+405
+31% +$128K 0.15% 130
2025
Q3 		$363K Hold
1,287
– – 0.08% 178
2025
Q2 		$359K Hold
1,287
– – 0.08% 178
2025
Q1 		$401K Hold
1,287
– – 0.1% 171
2024
Q4 		$335K Hold
1,287
– – 0.08% 181
2024
Q3 		$415K Hold
1,287
– – 0.1% 172
2024
Q2 		$402K Buy
+1,287
New +$378K 0.1% 164

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

Burke & Herbert Bank & Trust's AMGN Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its Amgen (AMGN) stake by 5.9% in Q2 2026, selling an estimated $33.9K and leaving 1,593 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #138.

Burke & Herbert Bank & Trust first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $595K in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Burke & Herbert Bank & Trust held 1,593 shares of Amgen worth $577K as of Q2 2026.
  • Burke & Herbert Bank & Trust sold 99 Amgen shares in Q2 2026, an estimated $33.9K.
  • Amgen made up 0.14% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #138 holding.
  • Burke & Herbert Bank & Trust first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • Burke & Herbert Bank & Trust's Amgen position peaked at $595K in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.