Carr Financial Group
AMGN icon

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
Q3 		$1.34M Buy
3,187
+283
+10% +$113K 0.3% 57
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Carr Financial Group's AMGN Position: Q3 2026 in Review

Carr Financial Group increased its Amgen (AMGN) stake by 9.7% in Q3 2026, buying an estimated $113K and bringing the position to 3,187 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #57.

Carr Financial Group first reported a position in AMGN in Q4 2022 and has held it in 16 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Carr Financial Group held 3,187 shares of Amgen worth $1.34M as of Q3 2026.
  • Carr Financial Group bought 283 Amgen shares in Q3 2026, an estimated $113K.
  • Amgen made up 0.3% of Carr Financial Group's portfolio in Q3 2026, its #57 holding.
  • Carr Financial Group first reported a position in Amgen in Q4 2022 and has held it in 16 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.