Alta Advisers’s Amgen AMGN Stock Holding History

Alta Advisers’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	$764K	Hold	2,110	–	–	0.17%	60
2026 Q1	$742K	Hold	2,110	–	–	0.27%	55
2025 Q4	$691K	Sell	2,110 -600	-22%	-$190K	0.25%	60
2025 Q3	$765K	Hold	2,710	–	–	0.23%	74
2025 Q2	$757K	Hold	2,710	–	–	0.27%	67
2025 Q1	$844K	Buy	2,710 +900	+50%	+$266K	0.36%	51
2024 Q4	$472K	Buy	1,810 +357	+25%	+$106K	0.3%	68
2024 Q3	$468K	Buy	1,453 +53	+4%	+$17.3K	0.21%	58
2024 Q2	$437K	Hold	1,400	–	–	0.21%	54
2024 Q1	$398K	Hold	1,400	–	–	0.2%	61
2023 Q4	$403K	Hold	1,400	–	–	0.22%	54
2023 Q3	$376K	Hold	1,400	–	–	0.22%	53
2023 Q2	$311K	Hold	1,400	–	–	0.17%	69
2023 Q1	$338K	Hold	1,400	–	–	0.2%	59
2022 Q4	$368K	Hold	1,400	–	–	0.22%	51
2022 Q3	$316K	Buy	+1,400	New	+$339K	0.2%	54

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alta Advisers's AMGN Position: Q2 2026 in Review

Alta Advisers held its Amgen (AMGN) position steady in Q2 2026 at 2,110 shares worth $764K. The position accounts for 0.17% of the portfolio, ranked #60.

Alta Advisers first reported a position in AMGN in Q3 2022 and has held it in 16 quarters since. The position peaked at $844K in Q1 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Alta Advisers held 2,110 shares of Amgen worth $764K as of Q2 2026.
Alta Advisers left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.17% of Alta Advisers's portfolio in Q2 2026, its #60 holding.
Alta Advisers first reported a position in Amgen in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Amgen position peaked at $844K in Q1 2025.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.