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Worthington Financial Partners’s Amgen AMGN Stock Holding History

Worthington Financial 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 		$383K Buy
1,059
+146
+16% +$50K 0.32% 88
2026
Q1 		$321K Hold
913
– – 0.28% 93
2025
Q4 		$299K Buy
+913
New +$290K 0.26% 88

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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

Worthington Financial Partners's AMGN Position: Q2 2026 in Review

Worthington Financial Partners increased its Amgen (AMGN) stake by 16% in Q2 2026, buying an estimated $50K and bringing the position to 1,059 shares worth $383K. The position accounts for 0.32% of the portfolio, ranked #88.

Worthington Financial Partners first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,136 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Worthington Financial Partners held 1,059 shares of Amgen worth $383K as of Q2 2026.
  • Worthington Financial Partners bought 146 Amgen shares in Q2 2026, an estimated $50K.
  • Amgen made up 0.32% of Worthington Financial Partners's portfolio in Q2 2026, its #88 holding.
  • Worthington Financial Partners first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,136 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.