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Shepherd Financial Partners’s Amgen AMGN Stock Holding History

Shepherd Financial Partners’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 		$1.62M Buy
4,462
+162
+4% +$55.5K 0.13% 96
2026
Q1 		$1.51M Buy
4,300
+4
+0.1% +$1.43K 0.14% 91
2025
Q4 		$1.41M Buy
4,296
+2,897
+207% +$919K 0.13% 100
2025
Q3 		$395K Buy
1,399
+7
+0.5% +$2.03K 0.04% 176
2025
Q2 		$389K Sell
1,392
-144
-9% -$40.8K 0.04% 173
2025
Q1 		$479K Buy
1,536
+1
+0.1% +$295 0.06% 156
2024
Q4 		$400K Sell
1,535
-8
-0.5% -$2.37K 0.05% 158
2024
Q3 		$497K Buy
1,543
+161
+12% +$52.7K 0.06% 144
2024
Q2 		$432K Sell
1,382
-65
-4% -$19.1K 0.06% 155
2024
Q1 		$411K Sell
1,447
-43
-3% -$12.6K 0.05% 164
2023
Q4 		$429K Sell
1,490
-126
-8% -$34.3K 0.06% 151
2023
Q3 		$434K Sell
1,616
-9
-0.6% -$2.25K 0.07% 141
2023
Q2 		$361K Sell
1,625
-15
-0.9% -$3.48K 0.06% 148
2023
Q1 		$396K Buy
1,640
+285
+21% +$70K 0.07% 140
2022
Q4 		$356K Buy
1,355
+87
+7% +$23.3K 0.06% 136
2022
Q3 		$286K Buy
1,268
+109
+9% +$26.4K 0.06% 139
2022
Q2 		$282K Buy
1,159
+331
+40% +$81.1K 0.05% 140
2022
Q1 		$200K Buy
+828
New +$190K 0.04% 156

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

Shepherd Financial Partners's AMGN Position: Q2 2026 in Review

Shepherd Financial Partners increased its Amgen (AMGN) stake by 3.8% in Q2 2026, buying an estimated $55.5K and bringing the position to 4,462 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #96.

Shepherd Financial Partners first reported a position in AMGN in Q1 2022 and has held it in 18 quarters since. 3,150 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Shepherd Financial Partners held 4,462 shares of Amgen worth $1.62M as of Q2 2026.
  • Shepherd Financial Partners bought 162 Amgen shares in Q2 2026, an estimated $55.5K.
  • Amgen made up 0.13% of Shepherd Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Shepherd Financial Partners first reported a position in Amgen in Q1 2022 and has held it in 18 quarters since.
  • 3,150 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.