AWP
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Ascent Wealth Partners’s Amgen AMGN Stock Holding History

Ascent Wealth Partners’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 		$5.14M Buy
14,199
+1,056
+8% +$361K 0.51% 56
2026
Q1 		$4.62M Buy
13,143
+663
+5% +$236K 0.54% 58
2025
Q4 		$4.08M Buy
12,480
+4,205
+51% +$1.33M 0.47% 58
2025
Q3 		$2.34M Sell
8,275
-737
-8% -$214K 0.27% 74
2025
Q2 		$2.52M Sell
9,012
-106
-1% -$30K 0.31% 67
2025
Q1 		$2.84M Buy
9,118
+94
+1% +$27.8K 0.38% 60
2024
Q4 		$2.35M Buy
9,024
+64
+0.7% +$19K 0.32% 62
2024
Q3 		$2.89M Sell
8,960
-33
-0.4% -$10.8K 0.4% 58
2024
Q2 		$2.81M Buy
8,993
+164
+2% +$48.2K 0.41% 55
2024
Q1 		$2.43M Buy
8,829
+5,088
+136% +$1.49M 0.36% 59
2023
Q4 		$1.08M Buy
3,741
+120
+3% +$32.7K 0.18% 96
2023
Q3 		$973K Buy
+3,621
New +$904K 0.18% 97

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

Ascent Wealth Partners's AMGN Position: Q2 2026 in Review

Ascent Wealth Partners increased its Amgen (AMGN) stake by 8% in Q2 2026, buying an estimated $361K and bringing the position to 14,199 shares worth $5.14M. The position accounts for 0.51% of the portfolio, ranked #56.

Ascent Wealth Partners first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. 3,151 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Ascent Wealth Partners held 14,199 shares of Amgen worth $5.14M as of Q2 2026.
  • Ascent Wealth Partners bought 1,056 Amgen shares in Q2 2026, an estimated $361K.
  • Amgen made up 0.51% of Ascent Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Ascent Wealth Partners first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
  • 3,151 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.