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Foundations Investment Advisors’s Amgen AMGN Stock Holding History

Foundations Investment 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 		$17.6M Buy
48,477
+5,912
+14% +$2.02M 0.18% 125
2026
Q1 		$15M Buy
42,565
+211
+0.5% +$75.2K 0.19% 124
2025
Q4 		$13.9M Buy
42,354
+3,292
+8% +$1.04M 0.18% 122
2025
Q3 		$11M Buy
39,062
+727
+2% +$211K 0.16% 129
2025
Q2 		$10.7M Buy
38,335
+13,576
+55% +$3.85M 0.17% 131
2025
Q1 		$7.71M Buy
24,759
+2,143
+9% +$633K 0.14% 144
2024
Q4 		$5.89M Buy
22,616
+5,960
+36% +$1.77M 0.11% 164
2024
Q3 		$5.37M Buy
16,656
+1,716
+11% +$561K 0.11% 156
2024
Q2 		$4.67M Buy
14,940
+2,134
+17% +$627K 0.11% 142
2024
Q1 		$3.64M Sell
12,806
-952
-7% -$279K 0.1% 168
2023
Q4 		$4.47M Sell
13,758
-979
-7% -$267K 0.12% 133
2023
Q3 		$3.96M Buy
14,737
+307
+2% +$76.6K 0.12% 140
2023
Q2 		$3.2M Sell
14,430
-2,113
-13% -$490K 0.11% 139
2023
Q1 		$4M Buy
16,543
+5,363
+48% +$1.32M 0.14% 97
2022
Q4 		$2.94M Buy
11,180
+6,398
+134% +$1.72M 0.12% 98
2022
Q3 		$1.08M Buy
4,782
+2,457
+106% +$596K 0.05% 163
2022
Q2 		$570K Buy
2,325
+429
+23% +$105K 0.02% 211
2022
Q1 		$482K Buy
1,896
+165
+10% +$37.9K 0.02% 197
2021
Q4 		$401K Buy
+1,731
New +$365K 0.02% 231
2018
Q4 		– Sell
-1,009
Closed -$209K – 107
2018
Q3 		$209K Buy
+1,009
New +$199K 0.05% 96

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

Foundations Investment Advisors's AMGN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Amgen (AMGN) stake by 14% in Q2 2026, buying an estimated $2.02M and bringing the position to 48,477 shares worth $17.6M. The position accounts for 0.18% of the portfolio, ranked #125.

Foundations Investment Advisors first reported a position in AMGN in Q3 2018 and has held it in 20 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Foundations Investment Advisors held 48,477 shares of Amgen worth $17.6M as of Q2 2026.
  • Foundations Investment Advisors bought 5,912 Amgen shares in Q2 2026, an estimated $2.02M.
  • Amgen made up 0.18% of Foundations Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • Foundations Investment Advisors first reported a position in Amgen in Q3 2018 and has held it in 20 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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