Falcon Wealth Planning’s Amgen AMGN Stock Holding History

Falcon Wealth 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	$341K	Buy	942 +78	+9%	+$26.7K	0.02%	180
2026 Q1	$304K	Buy	+864	New	+$308K	0.02%	182

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

Falcon Wealth Planning's AMGN Position: Q2 2026 in Review

Falcon Wealth Planning increased its Amgen (AMGN) stake by 9% in Q2 2026, buying an estimated $26.7K and bringing the position to 942 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #180.

Falcon Wealth Planning first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Falcon Wealth Planning held 942 shares of Amgen worth $341K as of Q2 2026.
Falcon Wealth Planning bought 78 Amgen shares in Q2 2026, an estimated $26.7K.
Amgen made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #180 holding.
Falcon Wealth Planning first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.