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Intrepid Financial Planning Group’s Amgen AMGN Stock Holding History

Intrepid Financial Planning 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 		$569K Hold
1,570
– – 0.19% 70
2026
Q1 		$552K Hold
1,570
– – 0.22% 67
2025
Q4 		$514K Hold
1,570
– – 0.2% 72
2025
Q3 		$443K Hold
1,570
– – 0.17% 83
2025
Q2 		$438K Sell
1,570
-138
-8% -$39.1K 0.18% 77
2025
Q1 		$532K Sell
1,708
-89
-5% -$26.3K 0.25% 62
2024
Q4 		$468K Hold
1,797
– – 0.2% 75
2024
Q3 		$579K Hold
1,797
– – 0.25% 65
2024
Q2 		$561K Sell
1,797
-28
-2% -$8.23K 0.24% 65
2024
Q1 		$519K Hold
1,825
– – 0.22% 71
2023
Q4 		$526K Hold
1,825
– – 0.25% 66
2023
Q3 		$490K Buy
+1,825
New +$455K 0.25% 61

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

Intrepid Financial Planning Group's AMGN Position: Q2 2026 in Review

Intrepid Financial Planning Group held its Amgen (AMGN) position steady in Q2 2026 at 1,570 shares worth $569K. The position accounts for 0.19% of the portfolio, ranked #70.

Intrepid Financial Planning Group first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $579K in Q3 2024. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Intrepid Financial Planning Group held 1,570 shares of Amgen worth $569K as of Q2 2026.
  • Intrepid Financial Planning Group left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.19% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #70 holding.
  • Intrepid Financial Planning Group first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
  • Intrepid Financial Planning Group's Amgen position peaked at $579K in Q3 2024.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.