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BFC Planning, Inc.’s Amgen AMGN Stock Holding History

BFC Planning, Inc.’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 		$5.29M Sell
14,616
-15,627
-52% -$5.35M 0.22% 102
2026
Q1 		$10.6M Sell
30,243
-217
-0.7% -$77.4K 0.47% 35
2025
Q4 		$10M Buy
30,460
+15,688
+106% +$4.98M 0.44% 41
2025
Q3 		$4.17M Buy
14,772
+90
+0.6% +$26.1K 0.3% 62
2025
Q2 		$4.1M Sell
14,682
-161
-1% -$45.6K 0.32% 59
2025
Q1 		$4.63M Sell
14,843
-134
-0.9% -$39.6K 0.41% 46
2024
Q4 		$3.9M Buy
+14,977
New +$4.44M 0.32% 61

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s AMGN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Amgen (AMGN) stake by 52% in Q2 2026, selling an estimated $5.35M and leaving 14,616 shares worth $5.29M. The position accounts for 0.22% of the portfolio, ranked #102.

BFC Planning, Inc. first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q1 2026. 3,174 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • BFC Planning, Inc. held 14,616 shares of Amgen worth $5.29M as of Q2 2026.
  • BFC Planning, Inc. sold 15,627 Amgen shares in Q2 2026, an estimated $5.35M.
  • Amgen made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #102 holding.
  • BFC Planning, Inc. first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Amgen position peaked at $10.6M in Q1 2026.
  • 3,174 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.