Seneca Financial Advisors’s Amgen AMGN Stock Holding History

Seneca Financial Advisors’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	$545K	Hold	1,505	–	–	0.14%	39
2026 Q1	$530K	Hold	1,505	–	–	0.16%	40
2025 Q4	$493K	Sell	1,505 -62	-4%	-$19.7K	0.15%	41
2025 Q3	$442K	Hold	1,567	–	–	0.14%	40
2025 Q2	$438K	Hold	1,567	–	–	0.17%	40
2025 Q1	$488K	Hold	1,567	–	–	0.24%	37
2024 Q4	$408K	Sell	1,567 -160	-9%	-$47.5K	0.2%	37
2024 Q3	$556K	Hold	1,727	–	–	0.27%	36
2024 Q2	$540K	Hold	1,727	–	–	0.28%	39
2024 Q1	$491K	Hold	1,727	–	–	0.26%	40
2023 Q4	$497K	Hold	1,727	–	–	0.29%	38
2023 Q3	$464K	Hold	1,727	–	–	0.32%	37
2023 Q2	$383K	Hold	1,727	–	–	0.25%	38
2023 Q1	$418K	Buy	1,727 +62	+4%	+$15.2K	0.27%	37
2022 Q4	$437K	Hold	1,665	–	–	0.28%	31
2022 Q3	$375K	Sell	1,665 -27	-2%	-$6.54K	0.27%	33
2022 Q2	$412K	Hold	1,692	–	–	0.28%	32
2022 Q1	$409K	Hold	1,692	–	–	0.25%	33
2021 Q4	$381K	Hold	1,692	–	–	0.23%	35
2021 Q3	$360K	Buy	1,692 +5	+0.3%	+$1.15K	0.24%	30
2021 Q2	$411K	Hold	1,687	–	–	0.27%	31
2021 Q1	$420K	Hold	1,687	–	–	0.3%	29
2020 Q4	$388K	Buy	+1,687	New	+$389K	0.29%	30

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

Seneca Financial Advisors's AMGN Position: Q2 2026 in Review

Seneca Financial Advisors held its Amgen (AMGN) position steady in Q2 2026 at 1,505 shares worth $545K. The position accounts for 0.14% of the portfolio, ranked #39.

Seneca Financial Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $556K in Q3 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Seneca Financial Advisors held 1,505 shares of Amgen worth $545K as of Q2 2026.
Seneca Financial Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.14% of Seneca Financial Advisors's portfolio in Q2 2026, its #39 holding.
Seneca Financial Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
Seneca Financial Advisors's Amgen position peaked at $556K in Q3 2024.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.