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Jacobsen Capital Management’s Amgen AMGN Stock Holding History

Jacobsen Capital 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 		$366K Buy
1,011
+12
+1% +$4.11K 0.11% 81
2026
Q1 		$351K Sell
999
-1
-0.1% -$356 0.12% 74
2025
Q4 		$327K Sell
1,000
-9
-0.9% -$2.85K 0.11% 76
2025
Q3 		$285K Sell
1,009
-4
-0.4% -$1.16K 0.1% 84
2025
Q2 		$283K Buy
1,013
+161
+19% +$45.6K 0.1% 82
2025
Q1 		$265K Buy
852
+58
+7% +$17.1K 0.12% 76
2024
Q4 		$207K Sell
794
-12
-1% -$3.56K 0.09% 92
2024
Q3 		$260K Buy
806
+8
+1% +$2.62K 0.11% 76
2024
Q2 		$249K Buy
798
+29
+4% +$8.52K 0.11% 76
2024
Q1 		$219K Buy
769
+2
+0.3% +$585 0.1% 85
2023
Q4 		$221K Buy
+767
New +$209K 0.11% 76

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

Jacobsen Capital Management's AMGN Position: Q2 2026 in Review

Jacobsen Capital Management increased its Amgen (AMGN) stake by 1.2% in Q2 2026, buying an estimated $4.11K and bringing the position to 1,011 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #81.

Jacobsen Capital Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Jacobsen Capital Management held 1,011 shares of Amgen worth $366K as of Q2 2026.
  • Jacobsen Capital Management bought 12 Amgen shares in Q2 2026, an estimated $4.11K.
  • Amgen made up 0.11% of Jacobsen Capital Management's portfolio in Q2 2026, its #81 holding.
  • Jacobsen Capital Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.