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Herold Advisors’s Amgen AMGN Stock Holding History

Herold 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 		$1.27M Sell
3,526
-98
-3% -$33.5K 0.25% 100
2026
Q1 		$1.28M Sell
3,624
-47
-1% -$16.8K 0.28% 91
2025
Q4 		$1.2M Buy
3,671
+193
+6% +$61.2K 0.27% 94
2025
Q3 		$982K Sell
3,478
-263
-7% -$76.3K 0.23% 107
2025
Q2 		$1.04M Sell
3,741
-244
-6% -$69.1K 0.22% 112
2025
Q1 		$1.24M Sell
3,985
-1,016
-20% -$300K 0.27% 102
2024
Q4 		$1.3M Sell
5,001
-296
-6% -$87.8K 0.28% 96
2024
Q3 		$1.71M Sell
5,297
-7
-0.1% -$2.29K 0.37% 75
2024
Q2 		$1.66M Buy
5,304
+393
+8% +$115K 0.38% 69
2024
Q1 		$1.4M Buy
4,911
+3,037
+162% +$889K 0.34% 84
2023
Q4 		$540K Sell
1,874
-200
-10% -$54.5K 0.15% 152
2023
Q3 		$557K Buy
2,074
+707
+52% +$176K 0.17% 145
2023
Q2 		$303K Buy
1,367
+277
+25% +$64.3K 0.09% 197
2023
Q1 		$263K Buy
1,090
+320
+42% +$78.6K 0.09% 199
2022
Q4 		$202K Buy
+770
New +$206K 0.09% 197
2022
Q2 		– Sell
-733
Closed -$177K – 208
2022
Q1 		$177K Buy
+733
New +$168K 0.06% 211
2021
Q4 		– Sell
-732
Closed -$155K – 216
2021
Q3 		$155K Buy
+732
New +$168K 0.06% 228

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

Herold Advisors's AMGN Position: Q2 2026 in Review

Herold Advisors reduced its Amgen (AMGN) stake by 2.7% in Q2 2026, selling an estimated $33.5K and leaving 3,526 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #100.

Herold Advisors first reported a position in AMGN in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.71M in Q3 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Herold Advisors held 3,526 shares of Amgen worth $1.27M as of Q2 2026.
  • Herold Advisors sold 98 Amgen shares in Q2 2026, an estimated $33.5K.
  • Amgen made up 0.25% of Herold Advisors's portfolio in Q2 2026, its #100 holding.
  • Herold Advisors first reported a position in Amgen in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's Amgen position peaked at $1.71M in Q3 2024.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.