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Alvarez & Marsal Private Wealth Partners’s Amgen AMGN Stock Holding History

Alvarez & Marsal Private Wealth 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 		$276K Sell
761
-622
-45% -$213K 0.04% 82
2026
Q1 		$487K Buy
1,383
+238
+21% +$84.8K 0.07% 71
2025
Q4 		$375K Buy
+1,145
New +$363K 0.07% 63

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

Alvarez & Marsal Private Wealth Partners's AMGN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Amgen (AMGN) stake by 45% in Q2 2026, selling an estimated $213K and leaving 761 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #82.

Alvarez & Marsal Private Wealth Partners first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 761 shares of Amgen worth $276K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 622 Amgen shares in Q2 2026, an estimated $213K.
  • Amgen made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Amgen position peaked at $487K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.