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Ariadne Wealth Management’s Amgen AMGN Stock Holding History

Ariadne 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
Q2 		$236K Buy
+652
New +$223K 0.1% 211
2026
Q1 		– Sell
-922
Closed -$338K – 250
2025
Q4 		$338K Buy
922
+74
+9% +$23.5K 0.14% 158
2025
Q3 		$285K Sell
848
-188
-18% -$54.5K 0.13% 178
2025
Q2 		$300K Buy
1,036
+76
+8% +$21.5K 0.14% 156
2025
Q1 		$255K Buy
960
+44
+5% +$13K 0.13% 163
2024
Q4 		$270K Sell
916
-74
-7% -$22K 0.12% 167
2024
Q3 		$319K Buy
+990
New +$324K 0.17% 121

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

Ariadne Wealth Management's AMGN Position: Q2 2026 in Review

Ariadne Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 652 shares worth $236K. The stake represents 0.1% of the portfolio and ranks #211 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in AMGN as recently as Q4 2025.

Ariadne Wealth Management first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 3,153 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Ariadne Wealth Management held 652 shares of Amgen worth $236K as of Q2 2026.
  • Amgen was a new Ariadne Wealth Management position in Q2 2026.
  • Amgen made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Ariadne Wealth Management first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Amgen position peaked at $338K in Q4 2025.
  • 3,153 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.