A4 Wealth Advisors
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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
Q3 		– Sell
-809
Closed -$293K – 78
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

A4 Wealth Advisors's AMGN Position: Q3 2026 in Review

A4 Wealth Advisors sold out of Amgen (AMGN) in Q3 2026, closing a stake of 809 shares — an estimated $293K sold.

A4 Wealth Advisors first reported a position in AMGN in Q3 2025 and held it in 3 quarters. The position peaked at $293K in Q2 2026. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • A4 Wealth Advisors reported no remaining Amgen position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 809 Amgen shares in Q3 2026, an estimated $293K.
  • A4 Wealth Advisors first reported a position in Amgen in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Amgen position peaked at $293K in Q2 2026.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.