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Phillips Financial Management’s Amgen AMGN Stock Holding History

Phillips Financial Management’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 		$250K Sell
689
-53
-7% -$18.1K 0.02% 177
2026
Q1 		$261K Sell
742
-3
-0.4% -$1.07K 0.02% 173
2025
Q4 		$244K Sell
745
-17
-2% -$5.39K 0.02% 185
2025
Q3 		$215K Sell
762
-6
-0.8% -$1.74K 0.01% 202
2025
Q2 		$214K Sell
768
-25
-3% -$7.08K 0.02% 181
2025
Q1 		$247K Buy
+793
New +$234K 0.02% 167
2024
Q4 		– Sell
-705
Closed -$227K – 261
2024
Q3 		$227K Buy
705
+61
+9% +$20K 0.02% 174
2024
Q2 		$201K Buy
+644
New +$189K 0.02% 181

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

Phillips Financial Management's AMGN Position: Q2 2026 in Review

Phillips Financial Management reduced its Amgen (AMGN) stake by 7.1% in Q2 2026, selling an estimated $18.1K and leaving 689 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #177.

Phillips Financial Management first reported a position in AMGN in Q2 2024 and has held it in 8 quarters since. The position peaked at $261K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Phillips Financial Management held 689 shares of Amgen worth $250K as of Q2 2026.
  • Phillips Financial Management sold 53 Amgen shares in Q2 2026, an estimated $18.1K.
  • Amgen made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #177 holding.
  • Phillips Financial Management first reported a position in Amgen in Q2 2024 and has held it in 8 quarters since.
  • Phillips Financial Management's Amgen position peaked at $261K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.