5NPW
AMGN icon

55 North Private Wealth’s Amgen AMGN Stock Holding History

55 North Private Wealth’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 		$347K Buy
957
+50
+6% +$17.1K 0.07% 147
2026
Q1 		$319K Buy
907
+158
+21% +$56.3K 0.08% 124
2025
Q4 		$245K Buy
+749
New +$238K 0.06% 153

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

55 North Private Wealth's AMGN Position: Q2 2026 in Review

55 North Private Wealth increased its Amgen (AMGN) stake by 5.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 957 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #147.

55 North Private Wealth first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • 55 North Private Wealth held 957 shares of Amgen worth $347K as of Q2 2026.
  • 55 North Private Wealth bought 50 Amgen shares in Q2 2026, an estimated $17.1K.
  • Amgen made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #147 holding.
  • 55 North Private Wealth first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.