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Mosaic Financial Group’s Amgen AMGN Stock Holding History

Mosaic Financial Group’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 		$284K Buy
785
+4
+0.5% +$1.37K 0.18% 105
2026
Q1 		$275K Buy
781
+7
+0.9% +$2.5K 0.2% 103
2025
Q4 		$253K Buy
+774
New +$246K 0.17% 108
2024
Q4 		– Sell
-761
Closed -$245K – 126
2024
Q3 		$245K Buy
761
+3
+0.4% +$981 0.17% 106
2024
Q2 		$237K Buy
758
+2
+0.3% +$588 0.17% 107
2024
Q1 		$215K Buy
+756
New +$221K 0.17% 116

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 $3.38T AUM 44.17% 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

Mosaic Financial Group's AMGN Position: Q2 2026 in Review

Mosaic Financial Group increased its Amgen (AMGN) stake by 0.51% in Q2 2026, buying an estimated $1.37K and bringing the position to 785 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #105.

Mosaic Financial Group first reported a position in AMGN in Q1 2024 and has held it in 6 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mosaic Financial Group held 785 shares of Amgen worth $284K as of Q2 2026.
  • Mosaic Financial Group bought 4 Amgen shares in Q2 2026, an estimated $1.37K.
  • Amgen made up 0.18% of Mosaic Financial Group's portfolio in Q2 2026, its #105 holding.
  • Mosaic Financial Group first reported a position in Amgen in Q1 2024 and has held it in 6 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.