AGWCA
AMGN icon

Annis Gardner Whiting Capital Advisors’s Amgen AMGN Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$2.86M Sell
7,897
-72
-0.9% -$24.6K 0.43% 39
2026
Q1 		$2.8M Buy
7,969
+127
+2% +$45.3K 0.45% 32
2025
Q4 		$2.57M Buy
7,842
+854
+12% +$271K 0.49% 29
2025
Q3 		$1.97M Buy
6,988
+852
+14% +$247K 0.41% 39
2025
Q2 		$1.71M Buy
6,136
+452
+8% +$128K 0.59% 31
2025
Q1 		$1.77M Buy
5,684
+19
+0.3% +$5.61K 0.75% 23
2024
Q4 		$1.48M Buy
5,665
+97
+2% +$28.8K 0.41% 47
2024
Q3 		$1.79M Sell
5,568
-929
-14% -$304K 0.51% 31
2024
Q2 		$2.03M Buy
6,497
+3,628
+126% +$1.07M 0.58% 22
2024
Q1 		$816K Buy
2,869
+977
+52% +$286K 0.29% 65
2023
Q4 		$545K Buy
1,892
+195
+11% +$53.1K 0.24% 80
2023
Q3 		$456K Buy
+1,697
New +$423K 0.24% 81

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

Annis Gardner Whiting Capital Advisors's AMGN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Amgen (AMGN) stake by 0.9% in Q2 2026, selling an estimated $24.6K and leaving 7,897 shares worth $2.86M. The position accounts for 0.43% of the portfolio, ranked #39.

Annis Gardner Whiting Capital Advisors first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 7,897 shares of Amgen worth $2.86M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 72 Amgen shares in Q2 2026, an estimated $24.6K.
  • Amgen made up 0.43% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.