American Capital Advisory’s Amgen AMGN Stock Holding History

American Capital Advisory’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	$334K	Buy	921 +36	+4%	+$12.3K	0.12%	85
2026 Q1	$311K	Buy	885 +9	+1%	+$3.21K	0.13%	85
2025 Q4	$287K	Buy	876 +6	+0.7%	+$1.9K	0.12%	86
2025 Q3	$246K	Sell	870 -5	-0.6%	-$1.45K	0.11%	90
2025 Q2	$244K	Buy	875 +7	+0.8%	+$1.98K	0.12%	89
2025 Q1	$270K	Buy	868 +55	+7%	+$16.2K	0.15%	88
2024 Q4	$212K	Hold	813	–	–	0.12%	92
2024 Q3	$262K	Hold	813	–	–	0.15%	84
2024 Q2	$234K	Hold	813	–	–	0.17%	80
2024 Q1	$197K	Hold	813	–	–	0.17%	84
2023 Q4	$234K	Buy	+813	New	+$222K	0.17%	80

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

American Capital Advisory's AMGN Position: Q2 2026 in Review

American Capital Advisory increased its Amgen (AMGN) stake by 4.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 921 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #85.

American Capital Advisory first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

American Capital Advisory held 921 shares of Amgen worth $334K as of Q2 2026.
American Capital Advisory bought 36 Amgen shares in Q2 2026, an estimated $12.3K.
Amgen made up 0.12% of American Capital Advisory's portfolio in Q2 2026, its #85 holding.
American Capital Advisory first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.