AWA
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Aaron Wealth Advisors’s Amgen AMGN Stock Holding History

Aaron 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 		$63M Sell
173,851
-884
-0.5% -$303K 3.2% 6
2026
Q1 		$61.5M Buy
174,735
+8,894
+5% +$3.17M 3.49% 6
2025
Q4 		$54.3M Sell
165,841
-15,498
-9% -$4.92M 2.97% 7
2025
Q3 		$51.2M Sell
181,339
-4,549
-2% -$1.32M 3.03% 7
2025
Q2 		$51.9M Sell
185,888
-288
-0.2% -$81.6K 5.3% 4
2025
Q1 		$58M Sell
186,176
-3,706
-2% -$1.09M 6.65% 3
2024
Q4 		$49.5M Sell
189,882
-8,782
-4% -$2.61M 5.75% 4
2024
Q3 		$64M Sell
198,664
-6,783
-3% -$2.22M 7.62% 2
2024
Q2 		$64.2M Sell
205,447
-1,180
-0.6% -$347K 8.91% 2
2024
Q1 		$58.7M Buy
206,627
+5,399
+3% +$1.58M 8.42% 2
2023
Q4 		$58M Sell
201,228
-48,150
-19% -$13.1M 9.61% 2
2023
Q3 		$67M Buy
249,378
+1,784
+0.7% +$445K 8.64% 2
2023
Q2 		$55M Sell
247,594
-2,382
-1% -$553K 7.15% 3
2023
Q1 		$60.4M Buy
249,976
+1,324
+0.5% +$325K 8.31% 2
2022
Q4 		$65.3M Buy
248,652
+170,524
+218% +$45.7M 9.54% 1
2022
Q3 		$17.6M Buy
78,128
+20,906
+37% +$5.07M 3.25% 6
2022
Q2 		$13.9M Sell
57,222
-795,193
-93% -$195M 3.5% 7
2022
Q1 		$3.52M Buy
852,415
+849,018
+24,993% +$195M 0.05% 159
2021
Q4 		$764K Buy
3,397
+1,160
+52% +$245K 0.21% 70
2021
Q3 		$475K Buy
2,237
+31
+1% +$7.13K 0.13% 92
2021
Q2 		$537K Sell
2,206
-17
-0.8% -$4.18K 0.18% 84
2021
Q1 		$553K Sell
2,223
-28
-1% -$6.68K 0.2% 78
2020
Q4 		$517K Buy
+2,251
New +$519K 0.19% 75

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

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

Aaron Wealth Advisors reduced its Amgen (AMGN) stake by 0.51% in Q2 2026, selling an estimated $303K and leaving 173,851 shares worth $63M. The position accounts for 3.2% of the portfolio, ranked #6.

Aaron Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $67M in Q3 2023. 3,137 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Aaron Wealth Advisors held 173,851 shares of Amgen worth $63M as of Q2 2026.
  • Aaron Wealth Advisors sold 884 Amgen shares in Q2 2026, an estimated $303K.
  • Amgen made up 3.2% of Aaron Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Aaron Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Amgen position peaked at $67M in Q3 2023.
  • 3,137 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.