Accretive Wealth Partners’s Amgen AMGN Stock Holding History

Accretive Wealth Partners’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	$252K	Hold	599	–	–	0.05%	145
2026 Q2	$217K	Buy	+599	New	+$205K	0.05%	165

Other funds holding AMGN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Accretive Wealth Partners's AMGN Position: Q3 2026 in Review

Accretive Wealth Partners held its Amgen (AMGN) position steady in Q3 2026 at 599 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #145.

Accretive Wealth Partners first reported a position in AMGN in Q2 2026 and has held it in 2 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Accretive Wealth Partners held 599 shares of Amgen worth $252K as of Q3 2026.
Accretive Wealth Partners left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.05% of Accretive Wealth Partners's portfolio in Q3 2026, its #145 holding.
Accretive Wealth Partners first reported a position in Amgen in Q2 2026 and has held it in 2 quarters since.
2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.