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USA Financial Formulas’s Amgen AMGN Stock Holding History

USA Financial Formulas’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
-1,862
Closed -$655K – 421
2026
Q1 		$655K Buy
+1,862
New +$664K 0.12% 60
2024
Q4 		– Sell
-4,131
Closed -$1.33M – 291
2024
Q3 		$1.33M Buy
+4,131
New +$1.35M 0.21% 41
2024
Q2 		– Sell
-3,180
Closed -$904K – 302
2024
Q1 		$904K Buy
+3,180
New +$930K 0.15% 74
2023
Q4 		– Sell
-6
Closed -$1.61K – 350
2023
Q3 		$1.61K Hold
6
– – ﹤0.01% 353
2023
Q2 		$1.33K Hold
6
– – ﹤0.01% 352
2023
Q1 		$1.45K Buy
+6
New +$1.47K ﹤0.01% 264
2022
Q3 		$5K Buy
+21
New +$5.09K 0.01% 122
2022
Q1 		– Sell
-15
Closed -$3K – 350
2021
Q4 		$3K Sell
15
-77
-84% -$16.3K ﹤0.01% 237
2021
Q3 		$20K Buy
+92
New +$21.2K 0.02% 224
2021
Q1 		– Sell
-11
Closed -$3K – 332
2020
Q4 		$3K Sell
11
-11,654
-100% -$2.69M ﹤0.01% 214
2020
Q3 		$2.96M Buy
+11,665
New +$2.89M 2.24% 4
2020
Q1 		– Sell
-9
Closed -$2K – 204
2019
Q4 		$2K Buy
+9
New +$1.98K ﹤0.01% 192
2019
Q1 		– Sell
-27,134
Closed -$5.63M – 131
2018
Q4 		$5.63M Buy
+27,134
New +$5.29M 1.4% 19
2015
Q2 		– Sell
-33,467
Closed -$5.35M – 206
2015
Q1 		$5.35M Buy
33,467
+1,317
+4% +$207K 1.74% 7
2014
Q4 		$5.12M Buy
+32,150
New +$5.01M 1.76% 8

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

USA Financial Formulas's AMGN Position: Q2 2026 in Review

USA Financial Formulas sold out of Amgen (AMGN) in Q2 2026, closing a stake of 1,862 shares — an estimated $655K sold.

USA Financial Formulas first reported a position in AMGN in Q4 2014 and held it in 15 quarters. The position peaked at $5.63M in Q4 2018. 3,154 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • USA Financial Formulas reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1,862 Amgen shares in Q2 2026, an estimated $655K.
  • USA Financial Formulas first reported a position in Amgen in Q4 2014 and held it in 15 quarters.
  • USA Financial Formulas's Amgen position peaked at $5.63M in Q4 2018.
  • 3,154 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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