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Hofer & Associates’s Amgen AMGN Stock Holding History

Hofer & Associates’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 		$9.95M Buy
27,480
+164
+0.6% +$56.1K 4.81% 5
2026
Q1 		$9.61M Buy
27,316
+176
+0.6% +$62.7K 5.17% 5
2025
Q4 		$8.88M Buy
27,140
+14,302
+111% +$4.54M 4.71% 5
2025
Q3 		$3.62M Buy
12,838
+5,658
+79% +$1.64M 2.07% 19
2025
Q2 		$2M Buy
7,180
+298
+4% +$84.4K 1.25% 24
2025
Q1 		$2.14M Buy
6,882
+13
+0.2% +$3.84K 1.46% 21
2024
Q4 		$1.79M Buy
6,869
+389
+6% +$115K 1.2% 23
2024
Q3 		$2.09M Buy
6,480
+3
+0% +$981 1.44% 22
2024
Q2 		$2.02M Buy
6,477
+32
+0.5% +$9.4K 1.57% 22
2024
Q1 		$1.83M Buy
6,445
+4
+0.1% +$1.17K 1.54% 21
2023
Q4 		$1.86M Buy
6,441
+8
+0.1% +$2.18K 1.72% 18
2023
Q3 		$1.73M Sell
6,433
-51
-0.8% -$12.7K 1.77% 18
2023
Q2 		$1.44M Buy
6,484
+1,176
+22% +$273K 1.38% 20
2023
Q1 		$1.39M Hold
5,308
– – 1.39% 20
2022
Q4 		$1.39M Sell
5,308
-57
-1% -$15.3K 1.39% 20
2022
Q3 		$1.21M Hold
5,365
– – 1.3% 21
2022
Q2 		$1.3M Hold
5,365
– – 1.36% 20
2022
Q1 		$1.3M Buy
5,365
+50
+0.9% +$11.5K 1.14% 21
2021
Q4 		$1.2M Buy
+5,315
New +$1.12M 1.08% 20

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

Hofer & Associates's AMGN Position: Q2 2026 in Review

Hofer & Associates increased its Amgen (AMGN) stake by 0.6% in Q2 2026, buying an estimated $56.1K and bringing the position to 27,480 shares worth $9.95M. The position accounts for 4.81% of the portfolio, ranked #5.

Hofer & Associates first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Hofer & Associates held 27,480 shares of Amgen worth $9.95M as of Q2 2026.
  • Hofer & Associates bought 164 Amgen shares in Q2 2026, an estimated $56.1K.
  • Amgen made up 4.81% of Hofer & Associates's portfolio in Q2 2026, its #5 holding.
  • Hofer & Associates first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.