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Financial Planning Hawaii’s Amgen AMGN Stock Holding History

Financial Planning Hawaii’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 		$2.32M Buy
6,415
+235
+4% +$80.4K 1.25% 22
2026
Q1 		$2.17M Hold
6,180
– – 1.28% 23
2025
Q4 		$2.02M Buy
+6,180
New +$1.96M 1.17% 20

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Financial Planning Hawaii's AMGN Position: Q2 2026 in Review

Financial Planning Hawaii increased its Amgen (AMGN) stake by 3.8% in Q2 2026, buying an estimated $80.4K and bringing the position to 6,415 shares worth $2.32M. The position accounts for 1.25% of the portfolio, ranked #22.

Financial Planning Hawaii first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 1,957 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Financial Planning Hawaii held 6,415 shares of Amgen worth $2.32M as of Q2 2026.
  • Financial Planning Hawaii bought 235 Amgen shares in Q2 2026, an estimated $80.4K.
  • Amgen made up 1.25% of Financial Planning Hawaii's portfolio in Q2 2026, its #22 holding.
  • Financial Planning Hawaii first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.