FFP
AMGN icon

Forbes Financial Planning’s Amgen AMGN Stock Holding History

Forbes Financial 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 		$232K Sell
341
-300
-47% -$103K 0.12% 35
2026
Q1 		$226K Hold
641
– – 0.13% 36
2025
Q4 		$210K Buy
+641
New +$203K 0.12% 35
2024
Q4 		– Sell
-641
Closed -$207K – 32
2024
Q3 		$207K Hold
641
– – 0.15% 30
2024
Q2 		$200K Buy
+641
New +$188K 0.16% 30

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Forbes Financial Planning reduced its Amgen (AMGN) stake by 47% in Q2 2026, selling an estimated $103K and leaving 341 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #35.

Forbes Financial Planning first reported a position in AMGN in Q2 2024 and has held it in 5 quarters since. 2,083 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Forbes Financial Planning held 341 shares of Amgen worth $232K as of Q2 2026.
  • Forbes Financial Planning sold 300 Amgen shares in Q2 2026, an estimated $103K.
  • Amgen made up 0.12% of Forbes Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Forbes Financial Planning first reported a position in Amgen in Q2 2024 and has held it in 5 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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