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Ellenbecker Investment Group’s Amgen AMGN Stock Holding History

Ellenbecker Investment 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
Q2 		$233K Buy
644
+1
+0.2% +$342 0.03% 137
2026
Q1 		$226K Hold
643
– – 0.03% 125
2025
Q4 		$211K Buy
+643
New +$204K 0.03% 127
2024
Q4 		– Sell
-637
Closed -$206K – 113
2024
Q3 		$206K Buy
+637
New +$208K 0.04% 108
2024
Q2 		– Sell
-798
Closed -$227K – 118
2024
Q1 		$227K Sell
798
-146
-15% -$42.7K 0.05% 100
2023
Q4 		$271K Buy
944
+21
+2% +$5.72K 0.06% 83
2023
Q3 		$248K Hold
923
– – 0.06% 86
2023
Q2 		$205K Buy
923
+4
+0.4% +$928 0.05% 93
2023
Q1 		$222K Sell
919
-51
-5% -$12.5K 0.06% 85
2022
Q4 		$254K Buy
970
+57
+6% +$15.3K 0.08% 79
2022
Q3 		$205K Buy
913
+4
+0.4% +$970 0.07% 79
2022
Q2 		$221K Buy
909
+3
+0.3% +$735 0.07% 77
2022
Q1 		$219K Buy
906
+4
+0.4% +$919 0.06% 83
2021
Q4 		$203K Sell
902
-98
-10% -$20.7K 0.06% 88
2021
Q3 		$213K Buy
1,000
+4
+0.4% +$921 0.07% 70
2021
Q2 		$243K Sell
996
-25
-2% -$6.15K 0.08% 64
2021
Q1 		$254K Buy
1,021
+29
+3% +$6.92K 0.09% 56
2020
Q4 		$228K Sell
992
-16
-2% -$3.69K 0.08% 61
2020
Q3 		$256K Buy
1,008
+6
+0.6% +$1.49K 0.11% 51
2020
Q2 		$236K Buy
+1,002
New +$229K 0.12% 49
2020
Q1 		– Sell
-873
Closed -$210K – 55
2019
Q4 		$210K Buy
+873
New +$192K 0.11% 55

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

Ellenbecker Investment Group's AMGN Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Amgen (AMGN) stake by 0.16% in Q2 2026, buying an estimated $342 and bringing the position to 644 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #137.

Ellenbecker Investment Group first reported a position in AMGN in Q4 2019 and has held it in 21 quarters since. The position peaked at $271K in Q4 2023. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Ellenbecker Investment Group held 644 shares of Amgen worth $233K as of Q2 2026.
  • Ellenbecker Investment Group bought 1 Amgen share in Q2 2026, an estimated $342.
  • Amgen made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #137 holding.
  • Ellenbecker Investment Group first reported a position in Amgen in Q4 2019 and has held it in 21 quarters since.
  • Ellenbecker Investment Group's Amgen position peaked at $271K in Q4 2023.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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