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Oxford Financial Group’s Amgen AMGN Stock Holding History

Oxford 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 		$273K Sell
753
-1,007
-57% -$345K 0.01% 218
2026
Q1 		$619K Sell
1,760
-61
-3% -$21.7K 0.03% 140
2025
Q4 		$596K Sell
1,821
-123
-6% -$39K 0.03% 133
2025
Q3 		$549K Buy
1,944
+197
+11% +$57.1K 0.03% 135
2025
Q2 		$488K Sell
1,747
-27
-2% -$7.65K 0.03% 133
2025
Q1 		$553K Sell
1,774
-488
-22% -$144K 0.04% 123
2024
Q4 		$590K Sell
2,262
-81
-3% -$24K 0.04% 123
2024
Q3 		$755K Sell
2,343
-53
-2% -$17.3K 0.05% 103
2024
Q2 		$749K Sell
2,396
-556
-19% -$163K 0.05% 110
2024
Q1 		$839K Sell
2,952
-2
-0.1% -$585 0.06% 91
2023
Q4 		$851K Buy
2,954
+56
+2% +$15.3K 0.06% 95
2023
Q3 		$779K Sell
2,898
-359
-11% -$89.6K 0.07% 94
2023
Q2 		$723K Buy
3,257
+949
+41% +$220K 0.07% 99
2023
Q1 		$558K Sell
2,308
-94
-4% -$23.1K 0.06% 99
2022
Q4 		$631K Buy
2,402
+370
+18% +$99.2K 0.07% 93
2022
Q3 		$458K Sell
2,032
-26
-1% -$6.3K 0.07% 108
2022
Q2 		$501K Buy
2,058
+26
+1% +$6.37K 0.07% 106
2022
Q1 		$491K Sell
2,032
-349
-15% -$80.2K 0.06% 116
2021
Q4 		$536K Sell
2,381
-3
-0.1% -$633 0.06% 114
2021
Q3 		$507K Sell
2,384
-2,537
-52% -$584K 0.06% 110
2021
Q2 		$1.2M Sell
4,921
-250
-5% -$61.5K 0.16% 63
2021
Q1 		$1.29M Hold
5,171
– – 0.18% 51
2020
Q4 		$1.19M Hold
5,171
– – 0.17% 50
2020
Q3 		$1.31M Hold
5,171
– – 0.21% 42
2020
Q2 		$1.22M Sell
5,171
-59
-1% -$13.5K 0.21% 47
2020
Q1 		$1.06M Buy
+5,230
New +$1.14M 0.21% 49

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

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

Oxford Financial Group reduced its Amgen (AMGN) stake by 57% in Q2 2026, selling an estimated $345K and leaving 753 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #218.

Oxford Financial Group first reported a position in AMGN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.31M in Q3 2020. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Oxford Financial Group held 753 shares of Amgen worth $273K as of Q2 2026.
  • Oxford Financial Group sold 1,007 Amgen shares in Q2 2026, an estimated $345K.
  • Amgen made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #218 holding.
  • Oxford Financial Group first reported a position in Amgen in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Amgen position peaked at $1.31M in Q3 2020.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.