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Gimbal Financial’s Amgen AMGN Stock Holding History

Gimbal Financial’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 		$335K Buy
+926
New +$317K 0.21% 32
2025
Q3 		$281K Buy
995
+2
+0.2% +$580 0.17% 42
2025
Q2 		$277K Buy
993
+5
+0.5% +$1.42K 0.17% 38
2025
Q1 		$308K Sell
988
-15
-1% -$4.43K 0.28% 30
2024
Q4 		$261K Buy
1,003
+1
+0.1% +$297 0.21% 37
2024
Q3 		$316K Hold
1,002
– – 0.21% 36
2024
Q2 		$326K Hold
1,002
– – 0.24% 30
2024
Q1 		$285K Hold
1,002
– – 0.23% 35
2023
Q4 		$289K Buy
+1,002
New +$273K 0.29% 32

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

Gimbal Financial's AMGN Position: Q2 2026 in Review

Gimbal Financial opened a new position in Amgen (AMGN) in Q2 2026: 926 shares worth $335K. The stake represents 0.21% of the portfolio and ranks #32 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in AMGN as recently as Q3 2025.

Gimbal Financial first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Gimbal Financial held 926 shares of Amgen worth $335K as of Q2 2026.
  • Amgen was a new Gimbal Financial position in Q2 2026.
  • Amgen made up 0.21% of Gimbal Financial's portfolio in Q2 2026, its #32 holding.
  • Gimbal Financial first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.