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Mason & Associates (California)’s Amgen AMGN Stock Holding History

Mason & Associates (California)’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 		$852K Buy
2,352
+101
+4% +$34.6K 0.14% 83
2026
Q1 		$786K Hold
2,251
– – 0.15% 77
2025
Q4 		$737K Buy
2,251
+266
+13% +$84.4K 0.14% 81
2025
Q3 		$560K Sell
1,985
-87
-4% -$25.2K 0.11% 78
2025
Q2 		$579K Hold
2,072
– – 0.13% 72
2025
Q1 		$646K Buy
2,072
+42
+2% +$12.4K 0.16% 64
2024
Q4 		$529K Sell
2,030
-243
-11% -$72.1K 0.12% 70
2024
Q3 		$733K Buy
2,273
+210
+10% +$68.7K 0.18% 58
2024
Q2 		$645K Buy
2,063
+308
+18% +$90.5K 0.17% 56
2024
Q1 		$499K Sell
1,755
-280
-14% -$81.9K 0.13% 63
2023
Q4 		$586K Sell
2,035
-313
-13% -$85.3K 0.17% 47
2023
Q3 		$631K Buy
2,348
+8
+0.3% +$2K 0.2% 44
2023
Q2 		$520K Buy
2,340
+9
+0.4% +$2.09K 0.15% 52
2023
Q1 		$563K Buy
2,331
+309
+15% +$75.9K 0.17% 44
2022
Q4 		$531K Sell
2,022
-26
-1% -$6.97K 0.17% 45
2022
Q3 		$462K Buy
2,048
+40
+2% +$9.7K 0.16% 47
2022
Q2 		$489K Buy
2,008
+7
+0.3% +$1.72K 0.17% 51
2022
Q1 		$484K Buy
2,001
+856
+75% +$197K 0.15% 69
2021
Q4 		$257K Buy
+1,145
New +$242K 0.08% 84

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

Mason & Associates (California)'s AMGN Position: Q2 2026 in Review

Mason & Associates (California) increased its Amgen (AMGN) stake by 4.5% in Q2 2026, buying an estimated $34.6K and bringing the position to 2,352 shares worth $852K. The position accounts for 0.14% of the portfolio, ranked #83.

Mason & Associates (California) first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mason & Associates (California) held 2,352 shares of Amgen worth $852K as of Q2 2026.
  • Mason & Associates (California) bought 101 Amgen shares in Q2 2026, an estimated $34.6K.
  • Amgen made up 0.14% of Mason & Associates (California)'s portfolio in Q2 2026, its #83 holding.
  • Mason & Associates (California) first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.