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Symphony Financial’s Amgen AMGN Stock Holding History

Symphony Financial’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 		$3.24M Buy
8,993
+617
+7% +$211K 0.35% 62
2026
Q1 		$2.93M Buy
8,376
+727
+10% +$259K 0.39% 59
2025
Q4 		$2.51M Sell
7,649
-1,607
-17% -$510K 0.34% 65
2025
Q3 		$2.57M Sell
9,256
-306
-3% -$88.7K 0.31% 68
2025
Q2 		$2.52M Buy
+9,562
New +$2.71M 0.33% 67
2025
Q1 		– Sell
-8,116
Closed -$2.23M – 98
2024
Q4 		$2.23M Sell
8,116
-443
-5% -$131K 0.35% 63
2024
Q3 		$2.76M Sell
8,559
-264
-3% -$86.4K 0.46% 52
2024
Q2 		$2.77M Buy
8,823
+563
+7% +$165K 0.51% 49
2024
Q1 		$2.35M Buy
8,260
+277
+3% +$81.1K 0.55% 47
2023
Q4 		$2.42M Buy
+7,983
New +$2.18M 0.52% 50
2023
Q3 		– Sell
-3,147
Closed -$696K – 163
2023
Q2 		$696K Sell
3,147
-2,082
-40% -$483K 0.17% 105
2023
Q1 		$1.26M Buy
5,229
+1,558
+42% +$382K 0.33% 64
2022
Q4 		$971K Buy
3,671
+1,556
+74% +$417K 0.26% 74
2022
Q3 		$483K Buy
2,115
+1
+0% +$242 0.16% 137
2022
Q2 		$519K Buy
2,114
+52
+3% +$12.7K 0.15% 125
2022
Q1 		$519K Buy
+2,062
New +$474K 0.12% 123

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

Symphony Financial's AMGN Position: Q2 2026 in Review

Symphony Financial increased its Amgen (AMGN) stake by 7.4% in Q2 2026, buying an estimated $211K and bringing the position to 8,993 shares worth $3.24M. The position accounts for 0.35% of the portfolio, ranked #62.

Symphony Financial first reported a position in AMGN in Q1 2022 and has held it in 16 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Symphony Financial held 8,993 shares of Amgen worth $3.24M as of Q2 2026.
  • Symphony Financial bought 617 Amgen shares in Q2 2026, an estimated $211K.
  • Amgen made up 0.35% of Symphony Financial's portfolio in Q2 2026, its #62 holding.
  • Symphony Financial first reported a position in Amgen in Q1 2022 and has held it in 16 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.