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Trifecta Capital Advisors’s Amgen AMGN Stock Holding History

Trifecta Capital 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 		$5.98M Buy
16,502
+510
+3% +$175K 0.77% 36
2026
Q1 		$5.63M Buy
15,992
+458
+3% +$163K 0.87% 39
2025
Q4 		$5.08M Buy
15,534
+615
+4% +$195K 0.75% 42
2025
Q3 		$4.21M Buy
14,919
+520
+4% +$151K 0.64% 46
2025
Q2 		$4.02M Buy
14,399
+1,803
+14% +$511K 0.67% 42
2025
Q1 		$3.92M Buy
12,596
+1,143
+10% +$338K 0.82% 39
2024
Q4 		$2.99M Buy
11,453
+193
+2% +$57.3K 0.59% 45
2024
Q3 		$3.63M Buy
11,260
+794
+8% +$260K 0.76% 42
2024
Q2 		$3.27M Buy
10,466
+1,110
+12% +$326K 0.72% 44
2024
Q1 		$2.66M Buy
9,356
+481
+5% +$141K 0.65% 45
2023
Q4 		$2.56M Buy
8,875
+482
+6% +$131K 0.71% 42
2023
Q3 		$2.26M Buy
8,393
+242
+3% +$60.4K 0.73% 39
2023
Q2 		$1.81M Sell
8,151
-15
-0.2% -$3.48K 0.58% 45
2023
Q1 		$1.97M Buy
8,166
+15
+0.2% +$3.68K 0.7% 44
2022
Q4 		$2.14M Buy
+8,151
New +$2.18M 0.85% 38

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

Trifecta Capital Advisors's AMGN Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Amgen (AMGN) stake by 3.2% in Q2 2026, buying an estimated $175K and bringing the position to 16,502 shares worth $5.98M. The position accounts for 0.77% of the portfolio, ranked #36.

Trifecta Capital Advisors first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Trifecta Capital Advisors held 16,502 shares of Amgen worth $5.98M as of Q2 2026.
  • Trifecta Capital Advisors bought 510 Amgen shares in Q2 2026, an estimated $175K.
  • Amgen made up 0.77% of Trifecta Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Trifecta Capital Advisors first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.