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Forum Financial Management’s Amgen AMGN Stock Holding History

Forum Financial Management’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 		$126M Buy
348,009
+39
+0% +$13.3K 1.62% 11
2026
Q1 		$122M Sell
347,970
-2,792
-0.8% -$995K 1.73% 11
2025
Q4 		$115M Buy
350,762
+149
+0% +$47.3K 1.49% 11
2025
Q3 		$98.9M Sell
350,613
-6
-0% -$1.74K 1.35% 11
2025
Q2 		$97.9M Sell
350,619
-135
-0% -$38.2K 1.49% 11
2025
Q1 		$109M Buy
+350,754
New +$104M 1.81% 11
2024
Q4 		– Sell
-350,373
Closed -$113M – 907
2024
Q3 		$113M Sell
350,373
-451
-0.1% -$148K 1.88% 11
2024
Q2 		$110M Buy
350,824
+758
+0.2% +$223K 1.98% 11
2024
Q1 		$99.5M Buy
350,066
+170
+0% +$49.7K 1.7% 11
2023
Q4 		$101M Sell
349,896
-2,707
-0.8% -$738K 1.9% 10
2023
Q3 		$94.8M Sell
352,603
-492
-0.1% -$123K 2.1% 10
2023
Q2 		$78.4M Buy
353,095
+1,584
+0.5% +$368K 1.76% 10
2023
Q1 		$85M Sell
351,511
-229
-0.1% -$56.2K 2.46% 7
2022
Q4 		$92.4M Sell
351,740
-121,543
-26% -$32.6M 3.04% 6
2022
Q3 		$107M Sell
473,283
-480
-0.1% -$116K 5.14% 4
2022
Q2 		$115M Buy
473,763
+691
+0.1% +$169K 5.8% 4
2022
Q1 		$114M Sell
473,072
-8
-0% -$1.84K 5.52% 4
2021
Q4 		$106M Buy
+473,080
New +$99.8M 5.47% 4

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

Forum Financial Management's AMGN Position: Q2 2026 in Review

Forum Financial Management increased its Amgen (AMGN) stake by 0.01% in Q2 2026, buying an estimated $13.3K and bringing the position to 348,009 shares worth $126M. The position accounts for 1.62% of the portfolio, ranked #11.

Forum Financial Management first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,137 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Forum Financial Management held 348,009 shares of Amgen worth $126M as of Q2 2026.
  • Forum Financial Management bought 39 Amgen shares in Q2 2026, an estimated $13.3K.
  • Amgen made up 1.62% of Forum Financial Management's portfolio in Q2 2026, its #11 holding.
  • Forum Financial Management first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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