Costello Asset Management’s Amgen AMGN Stock Holding History

Costello Asset Management’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	$108K	Buy	297 +8	+3%	+$2.74K	0.03%	162
2026 Q1	$102K	Hold	289	–	–	0.04%	165
2025 Q4	$94.5K	Sell	289 -99	-26%	-$31.4K	0.03%	155
2025 Q3	$109K	Buy	388 +1	+0.3%	+$290	0.04%	147
2025 Q2	$108K	Sell	387 -12	-3%	-$3.4K	0.04%	148
2025 Q1	$124K	Buy	+399	New	+$118K	0.05%	134
2021 Q3	–	Sell	-254	Closed	-$62K	–	223
2021 Q2	$62K	Hold	254	–	–	0.04%	98
2021 Q1	$63K	Hold	254	–	–	0.04%	101
2020 Q4	$58K	Hold	254	–	–	0.04%	105
2020 Q3	$65K	Hold	254	–	–	0.06%	82
2020 Q2	$60K	Buy	+254	New	+$58K	0.06%	82

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

Costello Asset Management's AMGN Position: Q2 2026 in Review

Costello Asset Management increased its Amgen (AMGN) stake by 2.8% in Q2 2026, buying an estimated $2.74K and bringing the position to 297 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #162.

Costello Asset Management first reported a position in AMGN in Q2 2020 and has held it in 11 quarters since. The position peaked at $124K in Q1 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Costello Asset Management held 297 shares of Amgen worth $108K as of Q2 2026.
Costello Asset Management bought 8 Amgen shares in Q2 2026, an estimated $2.74K.
Amgen made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #162 holding.
Costello Asset Management first reported a position in Amgen in Q2 2020 and has held it in 11 quarters since.
Costello Asset Management's Amgen position peaked at $124K in Q1 2025.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.