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Concurrent Investment Advisors’s Amgen AMGN Stock Holding History

Concurrent Investment Advisors’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 		$18.7M Buy
51,650
+8,590
+20% +$2.94M 0.16% 134
2026
Q1 		$15.2M Buy
43,060
+4,127
+11% +$1.47M 0.16% 131
2025
Q4 		$12.7M Buy
38,933
+12,365
+47% +$3.92M 0.15% 152
2025
Q3 		$7.5M Buy
26,568
+1,103
+4% +$320K 0.13% 171
2025
Q2 		$7.11M Buy
25,465
+3,985
+19% +$1.13M 0.14% 159
2025
Q1 		$6.69M Buy
21,480
+2,078
+11% +$614K 0.16% 132
2024
Q4 		$5.06M Sell
19,402
-243
-1% -$72.1K 0.14% 158
2024
Q3 		$6.33M Buy
19,645
+1,872
+11% +$612K 0.19% 117
2024
Q2 		$5.55M Buy
17,773
+3,023
+20% +$888K 0.18% 121
2024
Q1 		$4.19M Buy
14,750
+616
+4% +$180K 0.17% 135
2023
Q4 		$4.07M Buy
+14,134
New +$3.85M 0.19% 127

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

Concurrent Investment Advisors's AMGN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Amgen (AMGN) stake by 20% in Q2 2026, buying an estimated $2.94M and bringing the position to 51,650 shares worth $18.7M. The position accounts for 0.16% of the portfolio, ranked #134.

Concurrent Investment Advisors first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Concurrent Investment Advisors held 51,650 shares of Amgen worth $18.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,590 Amgen shares in Q2 2026, an estimated $2.94M.
  • Amgen made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Concurrent Investment Advisors first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.