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Sherman Asset Management’s Amgen AMGN Stock Holding History

Sherman Asset 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 		$188K Sell
519
-176
-25% -$60.2K 0.15% 56
2026
Q1 		$245K Hold
695
– – 0.23% 44
2025
Q4 		$227K Hold
695
– – 0.19% 51
2025
Q3 		$196K Hold
695
– – 0.17% 54
2025
Q2 		$194K Hold
695
– – 0.17% 59
2025
Q1 		$217K Hold
695
– – 0.21% 53
2024
Q4 		$181K Buy
+695
New +$206K 0.17% 61

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 $3.38T AUM 44.17% 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

Sherman Asset Management's AMGN Position: Q2 2026 in Review

Sherman Asset Management reduced its Amgen (AMGN) stake by 25% in Q2 2026, selling an estimated $60.2K and leaving 519 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #56.

Sherman Asset Management first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sherman Asset Management held 519 shares of Amgen worth $188K as of Q2 2026.
  • Sherman Asset Management sold 176 Amgen shares in Q2 2026, an estimated $60.2K.
  • Amgen made up 0.15% of Sherman Asset Management's portfolio in Q2 2026, its #56 holding.
  • Sherman Asset Management first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Amgen position peaked at $245K in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.