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HFR Wealth Management’s Amgen AMGN Stock Holding History

HFR Wealth Management’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 		$13.6M Sell
37,596
-424
-1% -$145K 3.32% 12
2026
Q1 		$13.4M Sell
38,020
-644
-2% -$230K 3.28% 12
2025
Q4 		$12.7M Buy
38,664
+214
+0.6% +$67.9K 2.99% 15
2025
Q3 		$10.9M Buy
38,450
+338
+0.9% +$98K 2.49% 23
2025
Q2 		$10.6M Buy
38,112
+449
+1% +$127K 2.57% 20
2025
Q1 		$11.7M Buy
37,663
+211
+0.6% +$62.3K 2.86% 17
2024
Q4 		$9.76M Buy
37,452
+76
+0.2% +$22.5K 2.41% 23
2024
Q3 		$12M Buy
37,376
+359
+1% +$117K 2.93% 14
2024
Q2 		$11.6M Buy
37,017
+179
+0.5% +$52.6K 2.94% 14
2024
Q1 		$10.5M Buy
36,838
+245
+0.7% +$71.7K 2.65% 20
2023
Q4 		$10.5M Buy
36,593
+83
+0.2% +$22.6K 2.86% 16
2023
Q3 		$9.81M Sell
36,510
-585
-2% -$146K 2.87% 14
2023
Q2 		$8.24M Buy
37,095
+194
+0.5% +$45K 2.29% 29
2023
Q1 		$8.92M Buy
36,901
+97
+0.3% +$23.8K 2.53% 22
2022
Q4 		$9.67M Sell
36,804
-267
-0.7% -$71.6K 2.8% 14
2022
Q3 		$8.36M Sell
37,071
-300
-0.8% -$72.7K 2.73% 18
2022
Q2 		$9.09M Buy
37,371
+606
+2% +$149K 2.75% 18
2022
Q1 		$8.89M Buy
36,765
+575
+2% +$132K 2.35% 26
2021
Q4 		$8.14M Buy
36,190
+1,016
+3% +$214K 2.04% 31
2021
Q3 		$7.48M Buy
35,174
+1,490
+4% +$343K 2.18% 30
2021
Q2 		$8.21M Buy
+33,684
New +$8.29M 2.47% 24

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

HFR Wealth Management's AMGN Position: Q2 2026 in Review

HFR Wealth Management reduced its Amgen (AMGN) stake by 1.1% in Q2 2026, selling an estimated $145K and leaving 37,596 shares worth $13.6M. The position accounts for 3.32% of the portfolio, ranked #12.

HFR Wealth Management first reported a position in AMGN in Q2 2021 and has held it in 21 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • HFR Wealth Management held 37,596 shares of Amgen worth $13.6M as of Q2 2026.
  • HFR Wealth Management sold 424 Amgen shares in Q2 2026, an estimated $145K.
  • Amgen made up 3.32% of HFR Wealth Management's portfolio in Q2 2026, its #12 holding.
  • HFR Wealth Management first reported a position in Amgen in Q2 2021 and has held it in 21 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.