LPL Financial’s Amgen AMGN Stock Holding History

LPL Financial’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
2025 Q1	–	Sell	-900	Closed	-$235K	–	5350
2024 Q4	$235K	Buy	+900	New	+$267K	﹤0.01%	4714

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial's AMGN Position: Q2 2026 in Review

LPL Financial increased its Amgen (AMGN) stake by 2.1% in Q2 2026, buying an estimated $8.28M and bringing the position to 1,188,164 shares worth $430M. The position accounts for 0.1% of the portfolio, ranked #215.

LPL Financial first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. 3,151 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

LPL Financial held 1,188,164 shares of Amgen worth $430M as of Q2 2026.
LPL Financial bought 24,188 Amgen shares in Q2 2026, an estimated $8.28M.
Amgen made up 0.1% of LPL Financial's portfolio in Q2 2026, its #215 holding.
LPL Financial first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
3,151 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.