Burkett Financial Services’s Amgen AMGN Stock Holding History

Burkett Financial Services’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	$731K	Buy	2,019 +15	+0.7%	+$5.13K	0.23%	31
2026 Q1	$705K	Sell	2,004 -18	-0.9%	-$6.42K	0.24%	31
2025 Q4	$662K	Buy	2,022 +1	+0%	+$317	0.23%	32
2025 Q3	$570K	Buy	2,021 +57	+3%	+$16.5K	0.2%	34
2025 Q2	$548K	Sell	1,964 -24	-1%	-$6.8K	0.2%	34
2025 Q1	$619K	Sell	1,988 -5	-0.3%	-$1.48K	0.25%	30
2024 Q4	$520K	Sell	1,993 -162	-8%	-$48.1K	0.21%	32
2024 Q3	$694K	Buy	2,155 +26	+1%	+$8.51K	0.29%	30
2024 Q2	$665K	Buy	2,129 +15	+0.7%	+$4.41K	0.34%	27
2024 Q1	$601K	Buy	2,114 +18	+0.9%	+$5.27K	0.31%	28
2023 Q4	$604K	Buy	+2,096	New	+$571K	0.34%	28

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Burkett Financial Services's AMGN Position: Q2 2026 in Review

Burkett Financial Services increased its Amgen (AMGN) stake by 0.75% in Q2 2026, buying an estimated $5.13K and bringing the position to 2,019 shares worth $731K. The position accounts for 0.23% of the portfolio, ranked #31.

Burkett Financial Services first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 1,453 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Burkett Financial Services held 2,019 shares of Amgen worth $731K as of Q2 2026.
Burkett Financial Services bought 15 Amgen shares in Q2 2026, an estimated $5.13K.
Amgen made up 0.23% of Burkett Financial Services's portfolio in Q2 2026, its #31 holding.
Burkett Financial Services first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
1,453 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.