Whelan Financial
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Whelan Financial’s Amgen AMGN Stock Holding History

Whelan Financial’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 		$316K Buy
750
+106
+16% +$42.2K 0.08% 80
2026
Q2 		$233K Buy
644
+27
+4% +$9.24K 0.06% 93
2026
Q1 		$217K Buy
+617
New +$220K 0.07% 82

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Whelan Financial's AMGN Position: Q3 2026 in Review

Whelan Financial increased its Amgen (AMGN) stake by 16% in Q3 2026, buying an estimated $42.2K and bringing the position to 750 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #80.

Whelan Financial first reported a position in AMGN in Q1 2026 and has held it in 3 quarters since. 2,041 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Whelan Financial held 750 shares of Amgen worth $316K as of Q3 2026.
  • Whelan Financial bought 106 Amgen shares in Q3 2026, an estimated $42.2K.
  • Amgen made up 0.08% of Whelan Financial's portfolio in Q3 2026, its #80 holding.
  • Whelan Financial first reported a position in Amgen in Q1 2026 and has held it in 3 quarters since.
  • 2,041 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.