Accurate Wealth Management
AMGN icon

Accurate Wealth Management’s Amgen AMGN Stock Holding History

Accurate Wealth Management’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 		$2.01M Buy
4,869
+304
+7% +$121K 0.17% 136
2026
Q2 		$1.66M Buy
4,565
+867
+23% +$297K 0.16% 148
2026
Q1 		$1.3M Sell
3,698
-142
-4% -$50.6K 0.16% 145
2025
Q4 		$1.25M Sell
3,840
-27
-0.7% -$8.56K 0.16% 147
2025
Q3 		$1.14M Buy
3,867
+256
+7% +$74.2K 0.15% 147
2025
Q2 		$1.08M Buy
3,611
+676
+23% +$192K 0.17% 137
2025
Q1 		$839K Buy
2,935
+111
+4% +$32.8K 0.16% 133
2024
Q4 		$741K Buy
2,824
+99
+4% +$29.4K 0.14% 156
2024
Q3 		$886K Sell
2,725
-49
-2% -$16K 0.18% 126
2024
Q2 		$916K Buy
2,774
+21
+0.8% +$6.17K 0.22% 98
2024
Q1 		$740K Sell
2,753
-36
-1% -$10.5K 0.22% 107
2023
Q4 		$845K Sell
2,789
-135
-5% -$36.8K 0.26% 89
2023
Q3 		$832K Buy
2,924
+150
+5% +$37.4K 0.26% 85
2023
Q2 		$631K Buy
2,774
+111
+4% +$25.8K 0.2% 114
2023
Q1 		$668K Buy
2,663
+1,464
+122% +$359K 0.23% 101
2022
Q4 		$328K Sell
1,199
-430
-26% -$115K 0.12% 153
2022
Q3 		$410K Buy
1,629
+754
+86% +$183K 0.17% 107
2022
Q2 		$216K Sell
875
-140
-14% -$34.3K 0.12% 139
2022
Q1 		$245K Buy
+1,015
New +$233K 0.11% 140

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Accurate Wealth Management's AMGN Position: Q3 2026 in Review

Accurate Wealth Management increased its Amgen (AMGN) stake by 6.7% in Q3 2026, buying an estimated $121K and bringing the position to 4,869 shares worth $2.01M. The position accounts for 0.17% of the portfolio, ranked #136.

Accurate Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 19 quarters since. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Accurate Wealth Management held 4,869 shares of Amgen worth $2.01M as of Q3 2026.
  • Accurate Wealth Management bought 304 Amgen shares in Q3 2026, an estimated $121K.
  • Amgen made up 0.17% of Accurate Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Accurate Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 19 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

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