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Independent Financial Group’s Amgen AMGN Stock Holding History

Independent 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 		$3.73M Buy
10,299
+431
+4% +$148K 0.07% 281
2026
Q1 		$3.47M Buy
9,868
+159
+2% +$56.7K 0.08% 256
2025
Q4 		$3.18M Sell
9,709
-217
-2% -$68.8K 0.07% 271
2025
Q3 		$2.8M Buy
9,926
+93
+0.9% +$27K 0.07% 286
2025
Q2 		$2.75M Buy
9,833
+656
+7% +$186K 0.08% 261
2025
Q1 		$2.86M Buy
9,177
+2,041
+29% +$603K 0.1% 207
2024
Q4 		$1.86M Sell
7,136
-1,488
-17% -$441K 0.06% 314
2024
Q3 		$2.78M Buy
8,624
+865
+11% +$283K 0.1% 208
2024
Q2 		$2.42M Buy
7,759
+768
+11% +$226K 0.1% 194
2024
Q1 		$1.99M Buy
6,991
+1,756
+34% +$514K 0.09% 223
2023
Q4 		$1.51M Sell
5,235
-2,653
-34% -$723K 0.08% 255
2023
Q3 		$2.12M Buy
7,888
+4,492
+132% +$1.12M 0.14% 168
2023
Q2 		$754K Buy
3,396
+249
+8% +$57.8K 0.05% 381
2023
Q1 		$761K Buy
3,147
+641
+26% +$157K 0.06% 351
2022
Q4 		$658K Sell
2,506
-102
-4% -$27.3K 0.06% 351
2022
Q3 		$588K Buy
2,608
+715
+38% +$173K 0.05% 352
2022
Q2 		$461K Sell
1,893
-40
-2% -$9.8K 0.05% 404
2022
Q1 		$467K Buy
1,933
+71
+4% +$16.3K 0.04% 448
2021
Q4 		$419K Sell
1,862
-45
-2% -$9.5K 0.03% 471
2021
Q3 		$406K Buy
1,907
+127
+7% +$29.2K 0.04% 422
2021
Q2 		$434K Sell
1,780
-23
-1% -$5.66K 0.05% 412
2021
Q1 		$449K Sell
1,803
-314
-15% -$74.9K 0.06% 360
2020
Q4 		$487K Sell
2,117
-54
-2% -$12.4K 0.07% 313
2020
Q3 		$552K Sell
2,171
-505
-19% -$125K 0.1% 213
2020
Q2 		$631K Buy
2,676
+170
+7% +$38.8K 0.14% 173
2020
Q1 		$508K Buy
+2,506
New +$547K 0.15% 170

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

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

Independent Financial Group increased its Amgen (AMGN) stake by 4.4% in Q2 2026, buying an estimated $148K and bringing the position to 10,299 shares worth $3.73M. The position accounts for 0.07% of the portfolio, ranked #281.

Independent Financial Group first reported a position in AMGN in Q1 2020 and has held it in 26 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Independent Financial Group held 10,299 shares of Amgen worth $3.73M as of Q2 2026.
  • Independent Financial Group bought 431 Amgen shares in Q2 2026, an estimated $148K.
  • Amgen made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #281 holding.
  • Independent Financial Group first reported a position in Amgen in Q1 2020 and has held it in 26 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.