Burling Wealth Partners’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$558K Buy
1,541
+69
+5% +$23.6K 0.08% 121
2026
Q1
$518K Sell
1,472
-13
-0.9% -$4.63K 0.08% 125
2025
Q4
$486K Buy
1,485
+710
+92% +$225K 0.08% 131
2025
Q3
$219K Hold
775
– – 0.04% 172
2025
Q2
$216K Hold
775
– – 0.04% 173
2025
Q1
$241K Sell
775
-154
-17% -$45.5K 0.05% 150
2024
Q4
$242K Buy
+929
New +$276K 0.05% 155

Other funds holding AMGN

Burling Wealth Partners's AMGN Position: Q2 2026 in Review

Burling Wealth Partners increased its Amgen (AMGN) stake by 4.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,541 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #121.

Burling Wealth Partners first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Burling Wealth Partners held 1,541 shares of Amgen worth $558K as of Q2 2026.
  • Burling Wealth Partners bought 69 Amgen shares in Q2 2026, an estimated $23.6K.
  • Amgen made up 0.08% of Burling Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Burling Wealth Partners first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.