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Alteri Wealth’s Amgen AMGN Stock Holding History

Alteri Wealth’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 		$4.71M Buy
13,020
+229
+2% +$78.4K 1.3% 11
2026
Q1 		$4.5M Buy
12,791
+121
+1% +$43.1K 1.46% 11
2025
Q4 		$4.15M Buy
12,670
+1
+0% +$317 1.34% 12
2025
Q3 		$3.58M Buy
12,669
+1,021
+9% +$296K 1.23% 15
2025
Q2 		$3.25M Sell
11,648
-266
-2% -$75.4K 1.26% 13
2025
Q1 		$3.71M Buy
11,914
+11
+0.1% +$3.25K 1.63% 9
2024
Q4 		$3.1M Buy
+11,903
New +$3.53M 0.86% 15

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

Alteri Wealth's AMGN Position: Q2 2026 in Review

Alteri Wealth increased its Amgen (AMGN) stake by 1.8% in Q2 2026, buying an estimated $78.4K and bringing the position to 13,020 shares worth $4.71M. The position accounts for 1.3% of the portfolio, ranked #11.

Alteri Wealth first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,153 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Alteri Wealth held 13,020 shares of Amgen worth $4.71M as of Q2 2026.
  • Alteri Wealth bought 229 Amgen shares in Q2 2026, an estimated $78.4K.
  • Amgen made up 1.3% of Alteri Wealth's portfolio in Q2 2026, its #11 holding.
  • Alteri Wealth first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 3,153 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.