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Fi3 Financial Advisors’s Amgen AMGN Stock Holding History

Fi3 Financial 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 		$252K Buy
+1,043
New +$357K 0.06% 198
2025
Q2 		– Sell
-677
Closed -$211K – 169
2025
Q1 		$211K Buy
+677
New +$200K 0.09% 122
2024
Q4 		– Sell
-677
Closed -$218K – 124
2024
Q3 		$218K Sell
677
-13
-2% -$4.25K 0.09% 97
2024
Q2 		$216K Buy
690
+31
+5% +$9.11K 0.09% 77
2024
Q1 		$205K Buy
+659
New +$193K 0.09% 81

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

Fi3 Financial Advisors's AMGN Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Amgen (AMGN) in Q2 2026: 1,043 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in AMGN as recently as Q1 2025.

Fi3 Financial Advisors first reported a position in AMGN in Q1 2024 and has held it in 5 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Fi3 Financial Advisors held 1,043 shares of Amgen worth $252K as of Q2 2026.
  • Amgen was a new Fi3 Financial Advisors position in Q2 2026.
  • Amgen made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • Fi3 Financial Advisors first reported a position in Amgen in Q1 2024 and has held it in 5 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.