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 Q3	$7.38M	Buy	17,513 +1,011	+6%	+$403K	0.91%	32
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trifecta Capital Advisors's AMGN Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Amgen (AMGN) stake by 6.1% in Q3 2026, buying an estimated $403K and bringing the position to 17,513 shares worth $7.38M. The position accounts for 0.91% of the portfolio, ranked #32.

Trifecta Capital Advisors first reported a position in AMGN in Q4 2022 and has held it in 16 quarters since. 2,649 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Trifecta Capital Advisors held 17,513 shares of Amgen worth $7.38M as of Q3 2026.
Trifecta Capital Advisors bought 1,011 Amgen shares in Q3 2026, an estimated $403K.
Amgen made up 0.91% of Trifecta Capital Advisors's portfolio in Q3 2026, its #32 holding.
Trifecta Capital Advisors first reported a position in Amgen in Q4 2022 and has held it in 16 quarters since.
2,649 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.