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Kerr Financial Planning’s Amgen AMGN Stock Holding History

Kerr Financial Planning’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 		$280K Buy
773
+3
+0.4% +$1.03K 0.31% 67
2026
Q1 		$261K Sell
770
-143
-16% -$51K 0.18% 67
2025
Q4 		$335K Sell
913
-7
-0.8% -$2.22K 0.45% 52
2025
Q3 		$316K Buy
+920
New +$267K 0.45% 51

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

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

Kerr Financial Planning increased its Amgen (AMGN) stake by 0.39% in Q2 2026, buying an estimated $1.03K and bringing the position to 773 shares worth $280K. The position accounts for 0.31% of the portfolio, ranked #67.

Kerr Financial Planning first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. The position peaked at $335K in Q4 2025. 3,137 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kerr Financial Planning held 773 shares of Amgen worth $280K as of Q2 2026.
  • Kerr Financial Planning bought 3 Amgen shares in Q2 2026, an estimated $1.03K.
  • Amgen made up 0.31% of Kerr Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Kerr Financial Planning first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Amgen position peaked at $335K in Q4 2025.
  • 3,137 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.