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Goldstone Financial Group’s Amgen AMGN Stock Holding History

Goldstone Financial Group’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 		$348K Buy
960
+8
+0.8% +$2.74K 0.03% 201
2026
Q1 		$335K Buy
952
+63
+7% +$22.5K 0.04% 189
2025
Q4 		$291K Buy
889
+109
+14% +$34.6K 0.03% 194
2025
Q3 		$220K Buy
780
+16
+2% +$4.64K 0.03% 209
2025
Q2 		$228K Sell
764
-5
-0.7% -$1.42K 0.03% 192
2025
Q1 		$239K Buy
+769
New +$227K 0.04% 181
2024
Q4 		– Sell
-785
Closed -$253K – 201
2024
Q3 		$253K Buy
+785
New +$257K 0.04% 165

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

Goldstone Financial Group's AMGN Position: Q2 2026 in Review

Goldstone Financial Group increased its Amgen (AMGN) stake by 0.84% in Q2 2026, buying an estimated $2.74K and bringing the position to 960 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #201.

Goldstone Financial Group first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Goldstone Financial Group held 960 shares of Amgen worth $348K as of Q2 2026.
  • Goldstone Financial Group bought 8 Amgen shares in Q2 2026, an estimated $2.74K.
  • Amgen made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #201 holding.
  • Goldstone Financial Group first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.