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Advisor OS’s Amgen AMGN Stock Holding History

Advisor OS’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 		$1M Sell
2,773
-367
-12% -$126K 0.07% 194
2026
Q1 		$1.1M Sell
3,140
-1,753
-36% -$625K 0.08% 172
2025
Q4 		$1.6M Sell
4,893
-347
-7% -$110K 0.13% 110
2025
Q3 		$1.48M Sell
5,240
-100
-2% -$29K 0.13% 102
2025
Q2 		$1.49M Buy
5,340
+322
+6% +$91.2K 0.15% 99
2025
Q1 		$1.56M Buy
5,018
+1,021
+26% +$301K 0.18% 79
2024
Q4 		$1.04M Buy
3,997
+1,031
+35% +$306K 0.12% 115
2024
Q3 		$956K Buy
2,966
+234
+9% +$76.5K 0.1% 157
2024
Q2 		$853K Sell
2,732
-350
-11% -$103K 0.09% 176
2024
Q1 		$876K Buy
3,082
+1,068
+53% +$313K 0.1% 180
2023
Q4 		$580K Buy
2,014
+780
+63% +$213K 0.08% 199
2023
Q3 		$332K Buy
1,234
+193
+19% +$48.2K 0.05% 222
2023
Q2 		$231K Buy
+1,041
New +$242K 0.04% 270
2020
Q4 		– Sell
-1,238
Closed -$315K – 140
2020
Q3 		$315K Sell
1,238
-939
-43% -$233K 0.13% 79
2020
Q2 		$513K Buy
+2,177
New +$497K 0.31% 65

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

Advisor OS's AMGN Position: Q2 2026 in Review

Advisor OS reduced its Amgen (AMGN) stake by 12% in Q2 2026, selling an estimated $126K and leaving 2,773 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #194.

Advisor OS first reported a position in AMGN in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.6M in Q4 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Advisor OS held 2,773 shares of Amgen worth $1M as of Q2 2026.
  • Advisor OS sold 367 Amgen shares in Q2 2026, an estimated $126K.
  • Amgen made up 0.07% of Advisor OS's portfolio in Q2 2026, its #194 holding.
  • Advisor OS first reported a position in Amgen in Q2 2020 and has held it in 15 quarters since.
  • Advisor OS's Amgen position peaked at $1.6M in Q4 2025.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.