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Kestra Investment Management’s Amgen AMGN Stock Holding History

Kestra Investment 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 		$2.43M Buy
6,708
+2,256
+51% +$772K 0.05% 121
2026
Q1 		$1.57M Sell
4,452
-2,407
-35% -$858K 0.03% 159
2025
Q4 		$2.25M Sell
6,859
-545
-7% -$173K 0.05% 127
2025
Q3 		$2.09M Buy
7,404
+503
+7% +$146K 0.06% 122
2025
Q2 		$1.93M Buy
6,901
+418
+6% +$118K 0.06% 118
2025
Q1 		$2.02M Buy
6,483
+2,905
+81% +$858K 0.06% 97
2024
Q4 		$933K Buy
3,578
+147
+4% +$43.6K 0.04% 145
2024
Q3 		$1.11M Buy
+3,431
New +$1.12M 0.05% 111

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 $3.38T AUM 44.17% 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

Kestra Investment Management's AMGN Position: Q2 2026 in Review

Kestra Investment Management increased its Amgen (AMGN) stake by 51% in Q2 2026, buying an estimated $772K and bringing the position to 6,708 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #121.

Kestra Investment Management first reported a position in AMGN in Q3 2024 and has held it in 8 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kestra Investment Management held 6,708 shares of Amgen worth $2.43M as of Q2 2026.
  • Kestra Investment Management bought 2,256 Amgen shares in Q2 2026, an estimated $772K.
  • Amgen made up 0.05% of Kestra Investment Management's portfolio in Q2 2026, its #121 holding.
  • Kestra Investment Management first reported a position in Amgen in Q3 2024 and has held it in 8 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.