KA
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Klingman & Associates’s Amgen AMGN Stock Holding History

Klingman & Associates’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 		$775K Buy
2,140
+43
+2% +$14.7K 0.03% 166
2026
Q1 		$738K Buy
2,097
+71
+4% +$25.3K 0.04% 162
2025
Q4 		$663K Buy
2,026
+99
+5% +$31.4K 0.03% 164
2025
Q3 		$544K Buy
1,927
+72
+4% +$20.9K 0.03% 181
2025
Q2 		$518K Buy
1,855
+505
+37% +$143K 0.03% 170
2025
Q1 		$421K Buy
1,350
+164
+14% +$48.4K 0.03% 176
2024
Q4 		$309K Sell
1,186
-12
-1% -$3.56K 0.02% 203
2024
Q3 		$386K Buy
1,198
+2
+0.2% +$654 0.02% 185
2024
Q2 		$374K Sell
1,196
-52
-4% -$15.3K 0.03% 170
2024
Q1 		$355K Buy
1,248
+63
+5% +$18.4K 0.02% 179
2023
Q4 		$341K Buy
1,185
+12
+1% +$3.27K 0.03% 173
2023
Q3 		$315K Sell
1,173
-27
-2% -$6.74K 0.03% 173
2023
Q2 		$266K Buy
1,200
+263
+28% +$61K 0.02% 182
2023
Q1 		$227K Buy
937
+56
+6% +$13.7K 0.02% 183
2022
Q4 		$231K Sell
881
-42
-5% -$11.3K 0.02% 183
2022
Q3 		$208K Buy
923
+20
+2% +$4.85K 0.02% 179
2022
Q2 		$220K Sell
903
-2
-0.2% -$490 0.02% 179
2022
Q1 		$218K Sell
905
-494
-35% -$114K 0.02% 190
2021
Q4 		$315K Buy
1,399
+255
+22% +$53.8K 0.03% 141
2021
Q3 		$243K Hold
1,144
– – 0.02% 153
2021
Q2 		$279K Hold
1,144
– – 0.03% 135
2021
Q1 		$285K Buy
1,144
+15
+1% +$3.58K 0.03% 137
2020
Q4 		$260K Sell
1,129
-7
-0.6% -$1.61K 0.03% 132
2020
Q3 		$289K Buy
+1,136
New +$281K 0.04% 112
2016
Q1 		– Sell
-1,000
Closed -$162K – 382
2015
Q4 		$162K Buy
+1,000
New +$157K 0.06% 123

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

Klingman & Associates's AMGN Position: Q2 2026 in Review

Klingman & Associates increased its Amgen (AMGN) stake by 2.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,140 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #166.

Klingman & Associates first reported a position in AMGN in Q4 2015 and has held it in 25 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Klingman & Associates held 2,140 shares of Amgen worth $775K as of Q2 2026.
  • Klingman & Associates bought 43 Amgen shares in Q2 2026, an estimated $14.7K.
  • Amgen made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #166 holding.
  • Klingman & Associates first reported a position in Amgen in Q4 2015 and has held it in 25 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.