MBA Advisors
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MBA Advisors’s Amgen AMGN Stock Holding History

MBA Advisors’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
Q3 		$1.34M Buy
3,169
+1
+0% +$399 0.44% 44
2026
Q2 		$1.15M Buy
3,168
+66
+2% +$22.6K 0.39% 52
2026
Q1 		$1.09M Buy
3,102
+133
+4% +$47.4K 0.42% 54
2025
Q4 		$972K Sell
2,969
-29
-1% -$9.2K 0.39% 57
2025
Q3 		$846K Sell
2,998
-25
-0.8% -$7.25K 0.36% 59
2025
Q2 		$844K Sell
3,023
-56
-2% -$15.9K 0.39% 58
2025
Q1 		$959K Buy
3,079
+170
+6% +$50.2K 0.47% 52
2024
Q4 		$758K Buy
2,909
+57
+2% +$16.9K 0.38% 60
2024
Q3 		$919K Sell
2,852
-40
-1% -$13.1K 0.44% 55
2024
Q2 		$904K Sell
2,892
-25
-0.9% -$7.34K 0.46% 54
2024
Q1 		$829K Sell
2,917
-78
-3% -$22.8K 0.43% 56
2023
Q4 		$863K Sell
2,995
-244
-8% -$66.5K 0.48% 52
2023
Q3 		$871K Hold
3,239
– – 0.53% 49
2023
Q2 		$719K Sell
3,239
-89
-3% -$20.7K 0.43% 55
2023
Q1 		$805K Buy
3,328
+16
+0.5% +$3.93K 0.5% 53
2022
Q4 		$870K Buy
3,312
+69
+2% +$18.5K 0.57% 50
2022
Q3 		$731K Buy
3,243
+137
+4% +$33.2K 0.53% 51
2022
Q2 		$756K Hold
3,106
– – 0.52% 52
2022
Q1 		$751K Sell
3,106
-1
-0% -$230 0.47% 60
2021
Q4 		$699K Buy
3,107
+719
+30% +$152K 0.43% 63
2021
Q3 		$508K Hold
2,388
– – 0.37% 68
2021
Q2 		$582K Hold
2,388
– – 0.27% 67
2021
Q1 		$594K Buy
+2,388
New +$570K 0.33% 62

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBA Advisors's AMGN Position: Q3 2026 in Review

MBA Advisors increased its Amgen (AMGN) stake by 0.03% in Q3 2026, buying an estimated $399 and bringing the position to 3,169 shares worth $1.34M. The position accounts for 0.44% of the portfolio, ranked #44.

MBA Advisors first reported a position in AMGN in Q1 2021 and has held it in 23 quarters since. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • MBA Advisors held 3,169 shares of Amgen worth $1.34M as of Q3 2026.
  • MBA Advisors bought 1 Amgen share in Q3 2026, an estimated $399.
  • Amgen made up 0.44% of MBA Advisors's portfolio in Q3 2026, its #44 holding.
  • MBA Advisors first reported a position in Amgen in Q1 2021 and has held it in 23 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.