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
2025 Q2	–	Sell	-200	Closed	-$62.3K	–	396
2025 Q1	$62.3K	Buy	+200	New	+$59.1K	0.01%	357

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 3,164 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.
3,164 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.