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Advisortrust Partners’s Amgen AMGN Stock Holding History

Advisortrust 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
Q2 		$260K Sell
719
-11,282
-94% -$3.86M 0.09% 168
2026
Q1 		$4.22M Buy
12,001
+862
+8% +$307K 1.76% 14
2025
Q4 		$3.65M Buy
+11,139
New +$3.53M 1.6% 16

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

Advisortrust Partners's AMGN Position: Q2 2026 in Review

Advisortrust Partners reduced its Amgen (AMGN) stake by 94% in Q2 2026, selling an estimated $3.86M and leaving 719 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #168.

Advisortrust Partners first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22M in Q1 2026. 3,132 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Advisortrust Partners held 719 shares of Amgen worth $260K as of Q2 2026.
  • Advisortrust Partners sold 11,282 Amgen shares in Q2 2026, an estimated $3.86M.
  • Amgen made up 0.09% of Advisortrust Partners's portfolio in Q2 2026, its #168 holding.
  • Advisortrust Partners first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Amgen position peaked at $4.22M in Q1 2026.
  • 3,132 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.