XF
AMGN icon

XML Financial’s Amgen AMGN Stock Holding History

XML 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
Q2 		$6.76M Sell
18,659
-687
-4% -$235K 0.49% 56
2026
Q1 		$6.81M Sell
19,346
-634
-3% -$226K 0.55% 53
2025
Q4 		$6.54M Sell
19,980
-2,163
-10% -$686K 0.53% 53
2025
Q3 		$6.25M Sell
22,143
-126
-0.6% -$36.5K 0.51% 55
2025
Q2 		$6.22M Buy
22,269
+354
+2% +$100K 0.54% 53
2025
Q1 		$6.83M Sell
21,915
-252
-1% -$74.4K 0.64% 47
2024
Q4 		$5.78M Sell
22,167
-361
-2% -$107K 0.53% 51
2024
Q3 		$7.26M Buy
22,528
+169
+0.8% +$55.3K 0.67% 41
2024
Q2 		$6.99M Sell
22,359
-461
-2% -$135K 0.7% 40
2024
Q1 		$6.49M Sell
22,820
-2,575
-10% -$753K 0.66% 41
2023
Q4 		$7.31M Buy
25,395
+442
+2% +$120K 0.77% 36
2023
Q3 		$6.71M Sell
24,953
-19
-0.1% -$4.74K 0.8% 37
2023
Q2 		$5.54M Buy
24,972
+1,460
+6% +$339K 0.64% 49
2023
Q1 		$5.68M Sell
23,512
-234
-1% -$57.4K 0.69% 46
2022
Q4 		$6.24M Sell
23,746
-183
-0.8% -$49.1K 0.78% 43
2022
Q3 		$5.39M Buy
23,929
+21,933
+1,099% +$5.32M 0.75% 43
2022
Q2 		$486K Sell
1,996
-21,722
-92% -$5.32M 0.11% 139
2022
Q1 		$5.74M Buy
23,718
+35
+0.1% +$8.04K 0.68% 46
2021
Q4 		$5.33M Sell
23,683
-75
-0.3% -$15.8K 0.64% 48
2021
Q3 		$5.05M Buy
23,758
+22,013
+1,261% +$5.07M 0.67% 45
2021
Q2 		$425K Buy
1,745
+7
+0.4% +$1.72K 0.09% 155
2021
Q1 		$433K Buy
1,738
+84
+5% +$20K 0.11% 145
2020
Q4 		$380K Buy
1,654
+106
+7% +$24.4K 0.1% 148
2020
Q3 		$393K Buy
1,548
+59
+4% +$14.6K 0.12% 129
2020
Q2 		$351K Buy
1,489
+1
+0.1% +$228 0.12% 132
2020
Q1 		$302K Sell
1,488
-344
-19% -$75.1K 0.13% 121
2019
Q4 		$442K Buy
+1,832
New +$404K 0.16% 106

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

XML Financial's AMGN Position: Q2 2026 in Review

XML Financial reduced its Amgen (AMGN) stake by 3.6% in Q2 2026, selling an estimated $235K and leaving 18,659 shares worth $6.76M. The position accounts for 0.49% of the portfolio, ranked #56.

XML Financial first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.31M in Q4 2023. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • XML Financial held 18,659 shares of Amgen worth $6.76M as of Q2 2026.
  • XML Financial sold 687 Amgen shares in Q2 2026, an estimated $235K.
  • Amgen made up 0.49% of XML Financial's portfolio in Q2 2026, its #56 holding.
  • XML Financial first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Amgen position peaked at $7.31M in Q4 2023.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.