CFFP
AMGN icon

Center for Financial Planning’s Amgen AMGN Stock Holding History

Center for Financial Planning’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 		$489K Hold
1,349
– – 0.05% 112
2026
Q1 		$475K Hold
1,349
– – 0.05% 113
2025
Q4 		$442K Hold
1,349
– – 0.05% 117
2025
Q3 		$381K Buy
1,349
+599
+80% +$174K 0.04% 128
2025
Q2 		$209K Hold
750
– – 0.02% 162
2025
Q1 		$234K Hold
750
– – 0.03% 143
2024
Q4 		$195K Hold
750
– – 0.03% 155
2024
Q3 		$242K Sell
750
-52
-6% -$17K 0.03% 139
2024
Q2 		$251K Sell
802
-49
-6% -$14.4K 0.04% 132
2024
Q1 		$242K Buy
851
+49
+6% +$14.3K 0.04% 134
2023
Q4 		$231K Buy
802
+52
+7% +$14.2K 0.04% 129
2023
Q3 		$202K Hold
750
– – 0.04% 132
2023
Q2 		$167K Hold
750
– – 0.04% 145
2023
Q1 		$181K Hold
750
– – 0.04% 133
2022
Q4 		$197K Hold
750
– – 0.05% 129
2022
Q3 		$169K Hold
750
– – 0.05% 131
2022
Q2 		$182K Hold
750
– – 0.05% 127
2022
Q1 		$181K Sell
750
-30
-4% -$6.89K 0.04% 137
2021
Q4 		$175K Hold
780
– – 0.04% 138
2021
Q3 		$166K Sell
780
-778
-50% -$179K 0.04% 137
2021
Q2 		$380K Sell
1,558
-44
-3% -$10.8K 0.09% 91
2021
Q1 		$399K Buy
1,602
+131
+9% +$31.3K 0.1% 86
2020
Q4 		$338K Buy
1,471
+80
+6% +$18.4K 0.1% 88
2020
Q3 		$354K Buy
1,391
+24
+2% +$5.95K 0.11% 80
2020
Q2 		$322K Buy
1,367
+574
+72% +$131K 0.11% 78
2020
Q1 		$161K Buy
793
+43
+6% +$9.39K 0.05% 115
2019
Q4 		$181K Buy
+750
New +$165K 0.05% 107

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

Center for Financial Planning's AMGN Position: Q2 2026 in Review

Center for Financial Planning held its Amgen (AMGN) position steady in Q2 2026 at 1,349 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #112.

Center for Financial Planning first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Center for Financial Planning held 1,349 shares of Amgen worth $489K as of Q2 2026.
  • Center for Financial Planning left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #112 holding.
  • Center for Financial Planning first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.