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Vertex Planning Partners’s Amgen AMGN Stock Holding History

Vertex Planning Partners’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 		$614K Buy
5,003
+4,347
+663% +$1.49M 0.09% 78
2026
Q1 		$231K Sell
656
-5
-0.8% -$1.78K 0.04% 122
2025
Q4 		$216K Sell
661
-908
-58% -$288K 0.05% 122
2025
Q3 		$443K Buy
1,569
+14
+0.9% +$4.06K 0.08% 123
2025
Q2 		$434K Sell
1,555
-7
-0.4% -$1.98K 0.09% 119
2025
Q1 		$487K Sell
1,562
-33
-2% -$9.74K 0.11% 106
2024
Q4 		$416K Buy
1,595
+144
+10% +$42.7K 0.09% 122
2024
Q3 		$468K Buy
1,451
+2
+0.1% +$654 0.11% 95
2024
Q2 		$453K Sell
1,449
-4
-0.3% -$1.18K 0.12% 92
2024
Q1 		$413K Sell
1,453
-139
-9% -$40.7K 0.11% 101
2023
Q4 		$459K Buy
1,592
+187
+13% +$51K 0.14% 88
2023
Q3 		$378K Sell
1,405
-65
-4% -$16.2K 0.13% 86
2023
Q2 		$326K Buy
+1,470
New +$341K 0.11% 94

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

Vertex Planning Partners's AMGN Position: Q2 2026 in Review

Vertex Planning Partners increased its Amgen (AMGN) stake by 663% in Q2 2026, buying an estimated $1.49M and bringing the position to 5,003 shares worth $614K. The position accounts for 0.09% of the portfolio, ranked #78.

Vertex Planning Partners first reported a position in AMGN in Q2 2023 and has held it in 13 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Vertex Planning Partners held 5,003 shares of Amgen worth $614K as of Q2 2026.
  • Vertex Planning Partners bought 4,347 Amgen shares in Q2 2026, an estimated $1.49M.
  • Amgen made up 0.09% of Vertex Planning Partners's portfolio in Q2 2026, its #78 holding.
  • Vertex Planning Partners first reported a position in Amgen in Q2 2023 and has held it in 13 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.