Keener Financial Planning’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$265K Sell
733
-35
-5% -$12K 0.09% 53
2026
Q1
$270K Hold
768
– – 0.11% 48
2025
Q4
$251K Sell
768
-252
-25% -$79.9K 0.11% 49
2025
Q3
$287K Hold
1,020
– – 0.13% 38
2025
Q2
$284K Buy
1,020
+977
+2,272% +$277K 0.14% 39
2025
Q1
$13K Sell
43
-977
-96% -$289K 0.01% 114
2024
Q4
$265K Hold
1,020
– – 0.16% 36
2024
Q3
$328K Hold
1,020
– – 0.21% 32
2024
Q2
$318K Sell
1,020
-21
-2% -$6.17K 0.21% 35
2024
Q1
$296K Buy
1,041
+64
+7% +$18.7K 0.2% 35
2023
Q4
$281K Buy
+977
New +$266K 0.22% 32

Other funds holding AMGN

Keener Financial Planning's AMGN Position: Q2 2026 in Review

Keener Financial Planning reduced its Amgen (AMGN) stake by 4.6% in Q2 2026, selling an estimated $12K and leaving 733 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #53.

Keener Financial Planning first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $328K in Q3 2024. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Keener Financial Planning held 733 shares of Amgen worth $265K as of Q2 2026.
  • Keener Financial Planning sold 35 Amgen shares in Q2 2026, an estimated $12K.
  • Amgen made up 0.09% of Keener Financial Planning's portfolio in Q2 2026, its #53 holding.
  • Keener Financial Planning first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • Keener Financial Planning's Amgen position peaked at $328K in Q3 2024.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.