Aprio Wealth Management
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Aprio Wealth Management’s Amgen AMGN Stock Holding History

Aprio Wealth Management’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
Q3 		$1.47M Buy
3,486
+158
+5% +$63K 0.07% 178
2026
Q2 		$1.21M Sell
3,328
-31
-0.9% -$10.6K 0.06% 203
2026
Q1 		$1.18M Buy
3,359
+373
+12% +$133K 0.06% 176
2025
Q4 		$977K Buy
2,986
+1,329
+80% +$422K 0.06% 201
2025
Q3 		$468K Sell
1,657
-25
-1% -$7.25K 0.05% 233
2025
Q2 		$470K Buy
1,682
+299
+22% +$84.7K 0.05% 200
2025
Q1 		$431K Buy
1,383
+139
+11% +$41K 0.05% 198
2024
Q4 		$324K Buy
1,244
+91
+8% +$27K 0.05% 197
2024
Q3 		$372K Buy
1,153
+9
+0.8% +$2.94K 0.06% 159
2024
Q2 		$357K Buy
+1,144
New +$336K 0.07% 142

Other funds holding AMGN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aprio Wealth Management's AMGN Position: Q3 2026 in Review

Aprio Wealth Management increased its Amgen (AMGN) stake by 4.7% in Q3 2026, buying an estimated $63K and bringing the position to 3,486 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #178.

Aprio Wealth Management first reported a position in AMGN in Q2 2024 and has held it in 10 quarters since. 2,676 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Aprio Wealth Management held 3,486 shares of Amgen worth $1.47M as of Q3 2026.
  • Aprio Wealth Management bought 158 Amgen shares in Q3 2026, an estimated $63K.
  • Amgen made up 0.07% of Aprio Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Aprio Wealth Management first reported a position in Amgen in Q2 2024 and has held it in 10 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.