Cascade Financial Partners’s Amgen AMGN Stock Holding History

Cascade Financial Partners’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	$465K	Buy	1,284 +20	+2%	+$6.85K	0.04%	183
2026 Q1	$445K	Sell	1,264 -62	-5%	-$22.1K	0.05%	177
2025 Q4	$434K	Buy	1,326 +357	+37%	+$113K	0.04%	174
2025 Q3	$273K	Buy	969 +2	+0.2%	+$580	0.03%	213
2025 Q2	$270K	Buy	967 +1	+0.1%	+$283	0.03%	217
2025 Q1	$301K	Buy	966 +98	+11%	+$28.9K	0.04%	196
2024 Q4	$226K	Buy	868 +1	+0.1%	+$297	0.03%	226
2024 Q3	$277K	Buy	867 +6	+0.7%	+$1.96K	0.03%	194
2024 Q2	$269K	Buy	861 +1	+0.1%	+$294	0.04%	188
2024 Q1	$230K	Buy	+860	New	+$252K	0.03%	207

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascade Financial Partners's AMGN Position: Q2 2026 in Review

Cascade Financial Partners increased its Amgen (AMGN) stake by 1.6% in Q2 2026, buying an estimated $6.85K and bringing the position to 1,284 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #183.

Cascade Financial Partners first reported a position in AMGN in Q1 2024 and has held it in 10 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Cascade Financial Partners held 1,284 shares of Amgen worth $465K as of Q2 2026.
Cascade Financial Partners bought 20 Amgen shares in Q2 2026, an estimated $6.85K.
Amgen made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #183 holding.
Cascade Financial Partners first reported a position in Amgen in Q1 2024 and has held it in 10 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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