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Atlantic Family Wealth’s Amgen AMGN Stock Holding History

Atlantic Family Wealth’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 		– Sell
-639
Closed -$225K – 65
2026
Q1 		$225K Sell
639
-265
-29% -$94.5K 0.16% 57
2025
Q4 		$296K Sell
904
-148
-14% -$46.9K 0.22% 40
2025
Q3 		$297K Buy
1,052
+120
+13% +$34.8K 0.23% 40
2025
Q2 		$260K Buy
932
+131
+16% +$37.1K 0.23% 35
2025
Q1 		$250K Buy
+801
New +$237K 0.23% 35

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 $3.38T AUM 44.17% 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

Atlantic Family Wealth's AMGN Position: Q2 2026 in Review

Atlantic Family Wealth sold out of Amgen (AMGN) in Q2 2026, closing a stake of 639 shares — an estimated $225K sold.

Atlantic Family Wealth first reported a position in AMGN in Q1 2025 and held it in 5 quarters. The position peaked at $297K in Q3 2025. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Atlantic Family Wealth reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Atlantic Family Wealth sold 639 Amgen shares in Q2 2026, an estimated $225K.
  • Atlantic Family Wealth first reported a position in Amgen in Q1 2025 and held it in 5 quarters.
  • Atlantic Family Wealth's Amgen position peaked at $297K in Q3 2025.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.