Abound Wealth Management’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$323K Sell
892
-102
-10% -$34.9K 0.06% 69
2026
Q1
$350K Buy
994
+17
+2% +$6.06K 0.08% 62
2025
Q4
$320K Sell
977
-35
-3% -$11.1K 0.07% 61
2025
Q3
$285K Buy
1,012
+51
+5% +$14.8K 0.07% 63
2025
Q2
$268K Buy
961
+1
+0.1% +$283 0.08% 60
2025
Q1
$299K Sell
960
-23
-2% -$6.79K 0.1% 53
2024
Q4
$256K Sell
983
-8
-0.8% -$2.37K 0.08% 58
2024
Q3
$319K Hold
991
0.11% 45
2024
Q2
$310K Sell
991
-7
-0.7% -$2.06K 0.11% 44
2024
Q1
$284K Sell
998
-31
-3% -$9.07K 0.11% 48
2023
Q4
$296K Hold
1,029
0.12% 45
2023
Q3
$276K Buy
1,029
+20
+2% +$4.99K 0.12% 45
2023
Q2
$224K Sell
1,009
-95
-9% -$22K 0.09% 48
2023
Q1
$267K Buy
1,104
+160
+17% +$39.3K 0.12% 44
2022
Q4
$248K Buy
944
+13
+1% +$3.48K 0.12% 43
2022
Q3
$210K Buy
931
+22
+2% +$5.33K 0.11% 42
2022
Q2
$221K Buy
909
+1
+0.1% +$245 0.12% 40
2022
Q1
$220K Hold
908
0.16% 39
2021
Q4
$204K Buy
+908
New +$192K 0.16% 38

Other funds holding AMGN

Abound Wealth Management's AMGN Position: Q2 2026 in Review

Abound Wealth Management reduced its Amgen (AMGN) stake by 10% in Q2 2026, selling an estimated $34.9K and leaving 892 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #69.

Abound Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $350K in Q1 2026. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Abound Wealth Management held 892 shares of Amgen worth $323K as of Q2 2026.
  • Abound Wealth Management sold 102 Amgen shares in Q2 2026, an estimated $34.9K.
  • Amgen made up 0.06% of Abound Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Abound Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Amgen position peaked at $350K in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.