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Carr Financial Group’s Amgen AMGN Stock Holding History

Carr Financial Group’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 		$1.05M Sell
2,904
-205
-7% -$70.2K 0.24% 67
2026
Q1 		$1.09M Buy
3,109
+24
+0.8% +$8.56K 0.29% 61
2025
Q4 		$1.01M Buy
3,085
+54
+2% +$17.1K 0.27% 64
2025
Q3 		$855K Buy
3,031
+60
+2% +$17.4K 0.23% 73
2025
Q2 		$830K Buy
2,971
+51
+2% +$14.4K 0.24% 70
2025
Q1 		$910K Sell
2,920
-269
-8% -$79.4K 0.3% 64
2024
Q4 		$831K Buy
3,189
+81
+3% +$24K 0.26% 68
2024
Q3 		$1M Buy
3,108
+18
+0.6% +$5.89K 0.29% 65
2024
Q2 		$965K Buy
3,090
+269
+10% +$79K 0.31% 63
2024
Q1 		$802K Hold
2,821
– – 0.27% 68
2023
Q4 		$813K Hold
2,821
– – 0.3% 63
2023
Q3 		$761K Sell
2,821
-28
-1% -$6.99K 0.3% 64
2023
Q2 		$633K Buy
2,849
+19
+0.7% +$4.41K 0.25% 70
2023
Q1 		$684K Hold
2,830
– – 0.3% 62
2022
Q4 		$743K Buy
+2,830
New +$759K 0.39% 59

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 $3.37T AUM 44.26% 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

Carr Financial Group's AMGN Position: Q2 2026 in Review

Carr Financial Group reduced its Amgen (AMGN) stake by 6.6% in Q2 2026, selling an estimated $70.2K and leaving 2,904 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #67.

Carr Financial Group first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2026. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Carr Financial Group held 2,904 shares of Amgen worth $1.05M as of Q2 2026.
  • Carr Financial Group sold 205 Amgen shares in Q2 2026, an estimated $70.2K.
  • Amgen made up 0.24% of Carr Financial Group's portfolio in Q2 2026, its #67 holding.
  • Carr Financial Group first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Amgen position peaked at $1.09M in Q1 2026.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.