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A4 Wealth Advisors’s Amgen AMGN Stock Holding History

A4 Wealth Advisors’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 		$293K Buy
+809
New +$277K 0.19% 69
2026
Q1 		– Sell
-794
Closed -$260K – 106
2025
Q4 		$260K Sell
794
-222
-22% -$70.4K 0.23% 91
2025
Q3 		$287K Buy
+1,016
New +$295K 0.24% 122

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

A4 Wealth Advisors's AMGN Position: Q2 2026 in Review

A4 Wealth Advisors opened a new position in Amgen (AMGN) in Q2 2026: 809 shares worth $293K. The stake represents 0.19% of the portfolio and ranks #69 among its holdings. This is a return to the name: A4 Wealth Advisors previously reported a position in AMGN as recently as Q4 2025.

A4 Wealth Advisors first reported a position in AMGN in Q3 2025 and has held it in 3 quarters since. 1,943 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • A4 Wealth Advisors held 809 shares of Amgen worth $293K as of Q2 2026.
  • Amgen was a new A4 Wealth Advisors position in Q2 2026.
  • Amgen made up 0.19% of A4 Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • A4 Wealth Advisors first reported a position in Amgen in Q3 2025 and has held it in 3 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.