Richardson Financial Services
AMGN icon

Richardson Financial Services’s Amgen AMGN Stock Holding History

Richardson Financial Services’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 		$63.2K Sell
150
-112
-43% -$44.6K 0.04% 292
2026
Q2 		$94.9K Sell
262
-20
-7% -$6.85K 0.05% 239
2026
Q1 		$99.3K Buy
282
+24
+9% +$8.56K 0.06% 226
2025
Q4 		$84.1K Buy
258
+10
+4% +$3.17K 0.03% 244
2025
Q3 		$70K Buy
248
+20
+9% +$5.8K 0.04% 249
2025
Q2 		$66.2K Sell
228
-1,791
-89% -$507K 0.04% 230
2025
Q1 		$629K Buy
2,019
+15
+0.7% +$4.43K 0.48% 60
2024
Q4 		$520K Buy
2,004
+127
+7% +$37.7K 0.37% 77
2024
Q3 		$586K Hold
1,877
– – 0.37% 70
2024
Q2 		$586K Sell
1,877
-91
-5% -$26.7K 0.42% 66
2024
Q1 		$560K Buy
1,968
+480
+32% +$140K 0.39% 74
2023
Q4 		$429K Buy
+1,488
New +$405K 0.38% 77

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Richardson Financial Services's AMGN Position: Q3 2026 in Review

Richardson Financial Services reduced its Amgen (AMGN) stake by 43% in Q3 2026, selling an estimated $44.6K and leaving 150 shares worth $63.2K. The position accounts for 0.04% of the portfolio, ranked #292.

Richardson Financial Services first reported a position in AMGN in Q4 2023 and has held it in 12 quarters since. The position peaked at $629K in Q1 2025. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Richardson Financial Services held 150 shares of Amgen worth $63.2K as of Q3 2026.
  • Richardson Financial Services sold 112 Amgen shares in Q3 2026, an estimated $44.6K.
  • Amgen made up 0.04% of Richardson Financial Services's portfolio in Q3 2026, its #292 holding.
  • Richardson Financial Services first reported a position in Amgen in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Amgen position peaked at $629K in Q1 2025.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.