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Goepper Burkhardt’s Amgen AMGN Stock Holding History

Goepper Burkhardt’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 		$615K Sell
1,699
-325
-16% -$111K 0.18% 59
2026
Q1 		$712K Buy
2,024
+10
+0.5% +$3.56K 0.24% 52
2025
Q4 		$659K Hold
2,014
– – 0.21% 55
2025
Q3 		$568K Hold
2,014
– – 0.19% 58
2025
Q2 		$562K Buy
2,014
+38
+2% +$10.8K 0.21% 55
2025
Q1 		$616K Buy
1,976
+2
+0.1% +$591 0.25% 49
2024
Q4 		$515K Sell
1,974
-18
-0.9% -$5.34K 0.21% 50
2024
Q3 		$642K Sell
1,992
-22
-1% -$7.2K 0.26% 45
2024
Q2 		$629K Hold
2,014
– – 0.28% 40
2024
Q1 		$625K Buy
2,014
+31
+2% +$9.07K 0.29% 40
2023
Q4 		$577K Hold
1,983
– – 0.29% 42
2023
Q3 		$533K Hold
1,983
– – 0.33% 31
2023
Q2 		$440K Hold
1,983
– – 0.27% 40
2023
Q1 		$479K Hold
1,983
– – 0.31% 33
2022
Q4 		$521K Buy
1,983
+718
+57% +$192K 0.36% 29
2022
Q3 		$285K Sell
1,265
-13
-1% -$3.15K 0.21% 43
2022
Q2 		$311K Sell
1,278
-20
-2% -$4.9K 0.22% 47
2022
Q1 		$314K Buy
1,298
+20
+2% +$4.59K 0.19% 50
2021
Q4 		$288K Buy
1,278
+13
+1% +$2.74K 0.17% 53
2021
Q3 		$269K Hold
1,265
– – 0.17% 56
2021
Q2 		$308K Hold
1,265
– – 0.19% 49
2021
Q1 		$315K Buy
1,265
+1,253
+10,442% +$299K 0.21% 47
2020
Q4 		$294K Buy
+12
New +$2.77K 0.21% 48

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

Goepper Burkhardt's AMGN Position: Q2 2026 in Review

Goepper Burkhardt reduced its Amgen (AMGN) stake by 16% in Q2 2026, selling an estimated $111K and leaving 1,699 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #59.

Goepper Burkhardt first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $712K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Goepper Burkhardt held 1,699 shares of Amgen worth $615K as of Q2 2026.
  • Goepper Burkhardt sold 325 Amgen shares in Q2 2026, an estimated $111K.
  • Amgen made up 0.18% of Goepper Burkhardt's portfolio in Q2 2026, its #59 holding.
  • Goepper Burkhardt first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's Amgen position peaked at $712K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.