McClarren Financial Advisors’s Amgen AMGN Stock Holding History

McClarren Financial 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 Q2	$227K	Buy	627 +5	+0.8%	+$1.71K	0.12%	80
2026 Q1	$219K	Buy	622 +295	+90%	+$105K	0.13%	74
2025 Q4	$202K	Buy	+327	New	+$104K	0.12%	77
2025 Q2	–	Sell	-608	Closed	-$189K	–	91
2025 Q1	$189K	Buy	+608	New	+$180K	0.12%	74
2024 Q4	–	Sell	-618	Closed	-$199	–	204
2024 Q3	$199	Buy	618 +306	+98%	+$100K	0.03%	73
2024 Q2	$191K	Sell	312 -314	-50%	-$92.2K	0.13%	74
2024 Q1	$178K	Buy	626 +6	+1%	+$1.76K	0.13%	75
2023 Q4	$179K	Buy	620 +5	+0.8%	+$1.36K	0.14%	73
2023 Q3	$165K	Hold	615	–	–	0.14%	73
2023 Q2	$136K	Sell	615 -18	-3%	-$4.18K	0.11%	85
2023 Q1	$153K	Buy	633 +1	+0.2%	+$245	0.14%	80
2022 Q4	$166K	Sell	632 -31	-5%	-$8.31K	0.16%	72
2022 Q3	$149K	Buy	+663	New	+$161K	0.15%	71
2022 Q2	–	Sell	-668	Closed	-$161K	–	46
2022 Q1	$161K	Buy	668 +4	+0.6%	+$919	0.12%	69
2021 Q4	$150K	Buy	+664	New	+$140K	0.1%	74

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

McClarren Financial Advisors's AMGN Position: Q2 2026 in Review

McClarren Financial Advisors increased its Amgen (AMGN) stake by 0.8% in Q2 2026, buying an estimated $1.71K and bringing the position to 627 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #80.

McClarren Financial Advisors first reported a position in AMGN in Q4 2021 and has held it in 15 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

McClarren Financial Advisors held 627 shares of Amgen worth $227K as of Q2 2026.
McClarren Financial Advisors bought 5 Amgen shares in Q2 2026, an estimated $1.71K.
Amgen made up 0.12% of McClarren Financial Advisors's portfolio in Q2 2026, its #80 holding.
McClarren Financial Advisors first reported a position in Amgen in Q4 2021 and has held it in 15 quarters since.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.