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Aptus Capital Advisors’s Amgen AMGN Stock Holding History

Aptus 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
2020
Q4 		– Sell
-70,000
Closed -$17.8M – 472
2020
Q3 		$17.8M Buy
+70,000
New +$17.3M 0.94% 19
2020
Q1 		– Sell
-51,000
Closed -$12.3M – 408
2019
Q4 		$12.3M Buy
+51,000
New +$11.2M 0.87% 33
2019
Q1 		– Sell
-230
Closed -$258K – 308
2018
Q4 		$258K Buy
+230
New +$44.9K 0.07% 124

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

Aptus Capital Advisors's AMGN Position: Q2 2026 in Review

Aptus Capital Advisors increased its Amgen (AMGN) stake by 3.1% in Q2 2026, buying an estimated $444K and bringing the position to 42,764 shares worth $15.5M. The position accounts for 0.11% of the portfolio, ranked #159.

Aptus Capital Advisors first reported a position in AMGN in Q4 2018 and has held it in 31 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Aptus Capital Advisors held 42,764 shares of Amgen worth $15.5M as of Q2 2026.
  • Aptus Capital Advisors bought 1,298 Amgen shares in Q2 2026, an estimated $444K.
  • Amgen made up 0.11% of Aptus Capital Advisors's portfolio in Q2 2026, its #159 holding.
  • Aptus Capital Advisors first reported a position in Amgen in Q4 2018 and has held it in 31 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.