TBFA
AMGN icon

Three Bearings Fiduciary Advisors’s Amgen AMGN Stock Holding History

Three Bearings Fiduciary 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 		– Sell
-2
Closed -$704 – 316
2026
Q1 		$704 Hold
2
– – ﹤0.01% 301
2025
Q4 		$684 Buy
+2
New +$634 ﹤0.01% 344

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's AMGN Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors sold out of Amgen (AMGN) in Q2 2026, closing a stake of 2 shares — an estimated $704 sold.

Three Bearings Fiduciary Advisors first reported a position in AMGN in Q4 2025 and held it in 2 quarters. The position peaked at $704 in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 2 Amgen shares in Q2 2026, an estimated $704.
  • Three Bearings Fiduciary Advisors first reported a position in Amgen in Q4 2025 and held it in 2 quarters.
  • Three Bearings Fiduciary Advisors's Amgen position peaked at $704 in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.