BFS
AMGN icon

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
Q3 		$857K Buy
2,032
+13
+0.6% +$5.18K 0.26% 31
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's AMGN Position: Q3 2026 in Review

Burkett Financial Services increased its Amgen (AMGN) stake by 0.64% in Q3 2026, buying an estimated $5.18K and bringing the position to 2,032 shares worth $857K. The position accounts for 0.26% of the portfolio, ranked #31.

Burkett Financial Services first reported a position in AMGN in Q4 2023 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Burkett Financial Services held 2,032 shares of Amgen worth $857K as of Q3 2026.
  • Burkett Financial Services bought 13 Amgen shares in Q3 2026, an estimated $5.18K.
  • Amgen made up 0.26% of Burkett Financial Services's portfolio in Q3 2026, its #31 holding.
  • Burkett Financial Services first reported a position in Amgen in Q4 2023 and has held it in 12 quarters since.
  • 24 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.