USA Financial Formulas
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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
Q3 		$771K Buy
+1,829
New +$729K 0.15% 43
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 -$5.62M – 131
2018
Q4 		$5.62M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

USA Financial Formulas's AMGN Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Amgen (AMGN) in Q3 2026: 1,829 shares worth $771K. The stake represents 0.15% of the portfolio and ranks #43 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in AMGN as recently as Q1 2026.

USA Financial Formulas first reported a position in AMGN in Q4 2014 and has held it in 16 quarters since. The position peaked at $5.62M in Q4 2018. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • USA Financial Formulas held 1,829 shares of Amgen worth $771K as of Q3 2026.
  • Amgen was a new USA Financial Formulas position in Q3 2026.
  • Amgen made up 0.15% of USA Financial Formulas's portfolio in Q3 2026, its #43 holding.
  • USA Financial Formulas first reported a position in Amgen in Q4 2014 and has held it in 16 quarters since.
  • USA Financial Formulas's Amgen position peaked at $5.62M in Q4 2018.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.