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Acumen Wealth Advisors’s Amgen AMGN Stock Holding History

Acumen 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 		$49.6K Sell
137
-63
-32% -$21.6K 0.01% 155
2026
Q1 		$70.4K Hold
200
– – 0.02% 140
2025
Q4 		$65.5K Buy
+200
New +$63.4K 0.02% 126

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

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

Acumen Wealth Advisors reduced its Amgen (AMGN) stake by 32% in Q2 2026, selling an estimated $21.6K and leaving 137 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #155.

Acumen Wealth Advisors first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $70.4K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Acumen Wealth Advisors held 137 shares of Amgen worth $49.6K as of Q2 2026.
  • Acumen Wealth Advisors sold 63 Amgen shares in Q2 2026, an estimated $21.6K.
  • Amgen made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Acumen Wealth Advisors first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Amgen position peaked at $70.4K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.