AWA
AMGN icon

Arkadios Wealth Advisors’s Amgen AMGN Stock Holding History

Arkadios Wealth 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 		$9.74M Buy
26,885
+311
+1% +$106K 0.15% 158
2026
Q1 		$9.35M Sell
26,574
-263
-1% -$93.8K 0.15% 156
2025
Q4 		$8.78M Buy
26,837
+5,075
+23% +$1.61M 0.17% 134
2025
Q3 		$6.14M Buy
21,762
+4,086
+23% +$1.18M 0.15% 160
2025
Q2 		$4.94M Buy
17,676
+5,542
+46% +$1.57M 0.15% 161
2025
Q1 		$3.78M Buy
12,134
+8,311
+217% +$2.45M 0.14% 166
2024
Q4 		$996K Sell
3,823
-106
-3% -$31.4K 0.05% 336
2024
Q3 		$1.27M Buy
3,929
+215
+6% +$70.3K 0.07% 269
2024
Q2 		$1.16M Buy
3,714
+396
+12% +$116K 0.08% 249
2024
Q1 		$943K Buy
3,318
+29
+0.9% +$8.49K 0.07% 249
2023
Q4 		$947K Sell
3,289
-23
-0.7% -$6.27K 0.08% 233
2023
Q3 		$890K Buy
3,312
+625
+23% +$156K 0.08% 228
2023
Q2 		$597K Sell
2,687
-3
-0.1% -$696 0.07% 267
2023
Q1 		$650K Buy
2,690
+120
+5% +$29.5K 0.08% 251
2022
Q4 		$675K Sell
2,570
-65
-2% -$17.4K 0.09% 234
2022
Q3 		$594K Buy
2,635
+225
+9% +$54.5K 0.09% 244
2022
Q2 		$586K Sell
2,410
-161
-6% -$39.5K 0.09% 252
2022
Q1 		$622K Sell
2,571
-801
-24% -$184K 0.08% 267
2021
Q4 		$759K Buy
3,372
+117
+4% +$24.7K 0.1% 234
2021
Q3 		$692K Sell
3,255
-2,807
-46% -$646K 0.1% 235
2021
Q2 		$1.48M Buy
6,062
+4,103
+209% +$1.01M 0.18% 143
2021
Q1 		$487K Buy
1,959
+855
+77% +$204K 0.08% 252
2020
Q4 		$254K Buy
1,104
+648
+142% +$149K 0.05% 284
2020
Q3 		$108K Hold
456
– – 0.05% 275
2020
Q2 		$116K Buy
456
+30
+7% +$6.84K 0.06% 234
2020
Q1 		$86.4K Buy
426
+24
+6% +$5.24K 0.06% 254
2019
Q4 		$89.6K Buy
+402
New +$88.6K 0.05% 242

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

Arkadios Wealth Advisors's AMGN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Amgen (AMGN) stake by 1.2% in Q2 2026, buying an estimated $106K and bringing the position to 26,885 shares worth $9.74M. The position accounts for 0.15% of the portfolio, ranked #158.

Arkadios Wealth Advisors first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Arkadios Wealth Advisors held 26,885 shares of Amgen worth $9.74M as of Q2 2026.
  • Arkadios Wealth Advisors bought 311 Amgen shares in Q2 2026, an estimated $106K.
  • Amgen made up 0.15% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Arkadios Wealth Advisors first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.