Sather Financial Group’s Amgen AMGN Stock Holding History

Sather 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	$2.16M	Sell	5,971 -89	-1%	-$30.5K	0.12%	36
2026 Q1	$2.13M	Hold	6,060	–	–	0.13%	34
2025 Q4	$1.98M	Sell	6,060 -686	-10%	-$218K	0.11%	36
2025 Q3	$1.9M	Buy	6,746 +89	+1%	+$25.8K	0.1%	37
2025 Q2	$1.86M	Buy	6,657 +1,730	+35%	+$490K	0.11%	38
2025 Q1	$1.54M	Buy	4,927 +170	+4%	+$50.2K	0.1%	37
2024 Q4	$1.24M	Sell	4,757 -129	-3%	-$38.3K	0.08%	38
2024 Q3	$1.57M	Hold	4,886	–	–	0.1%	34
2024 Q2	$1.53M	Buy	4,886 +70	+1%	+$20.6K	0.11%	35
2024 Q1	$1.37M	Buy	4,816 +759	+19%	+$222K	0.1%	41
2023 Q4	$1.17M	Hold	4,057	–	–	0.09%	44
2023 Q3	$1.09M	Hold	4,057	–	–	0.09%	43
2023 Q2	$901K	Hold	4,057	–	–	0.07%	51
2023 Q1	$981K	Hold	4,057	–	–	0.09%	48
2022 Q4	$1.07M	Hold	4,057	–	–	0.09%	57
2022 Q3	$914K	Sell	4,057 -1,000	-20%	-$242K	0.1%	36
2022 Q2	$1.23M	Hold	5,057	–	–	0.13%	33
2022 Q1	$1.22M	Buy	+5,057	New	+$1.16M	0.11%	35

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sather Financial Group reduced its Amgen (AMGN) stake by 1.5% in Q2 2026, selling an estimated $30.5K and leaving 5,971 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #36.

Sather Financial Group first reported a position in AMGN in Q1 2022 and has held it in 18 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Sather Financial Group held 5,971 shares of Amgen worth $2.16M as of Q2 2026.
Sather Financial Group sold 89 Amgen shares in Q2 2026, an estimated $30.5K.
Amgen made up 0.12% of Sather Financial Group's portfolio in Q2 2026, its #36 holding.
Sather Financial Group first reported a position in Amgen in Q1 2022 and has held it in 18 quarters since.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.