AWE
AMGN icon

Avidian Wealth Enterprises’s Amgen AMGN Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$5.62M Buy
13,328
+5
+0% +$1.99K 0.16% 98
2026
Q2 		$4.82M Sell
13,323
-797
-6% -$273K 0.13% 114
2026
Q1 		$4.97M Buy
14,120
+7,846
+125% +$2.8M 0.16% 95
2025
Q4 		$2.05M Buy
6,274
+129
+2% +$40.9K 0.07% 137
2025
Q3 		$1.73M Buy
6,145
+325
+6% +$94.3K 0.07% 158
2025
Q2 		$1.62M Buy
5,820
+887
+18% +$251K 0.07% 153
2025
Q1 		$1.54M Sell
4,933
-893
-15% -$264K 0.07% 150
2024
Q4 		$1.52M Sell
5,826
-37
-0.6% -$11K 0.07% 145
2024
Q3 		$1.89M Buy
5,863
+33
+0.6% +$10.8K 0.09% 122
2024
Q2 		$1.82M Buy
5,830
+2,526
+76% +$742K 0.08% 123
2024
Q1 		$939K Buy
3,304
+307
+10% +$89.8K 0.05% 174
2023
Q4 		$863K Sell
2,997
-136
-4% -$37.1K 0.05% 183
2023
Q3 		$842K Sell
3,133
-73
-2% -$18.2K 0.06% 184
2023
Q2 		$712K Sell
3,206
-1,984
-38% -$460K 0.05% 221
2023
Q1 		$1.25M Buy
5,190
+248
+5% +$60.9K 0.07% 175
2022
Q4 		$1.3M Buy
4,942
+1
+0% +$268 0.08% 147
2022
Q3 		$1.11M Sell
4,941
-510
-9% -$124K 0.08% 136
2022
Q2 		$1.33M Buy
5,451
+553
+11% +$136K 0.09% 140
2022
Q1 		$1.18M Sell
4,898
-1,804
-27% -$414K 0.07% 169
2021
Q4 		$1.51M Buy
6,702
+4,535
+209% +$957K 0.09% 139
2021
Q3 		$461K Buy
2,167
+405
+23% +$93.2K 0.04% 227
2021
Q2 		$429K Buy
1,762
+95
+6% +$23.4K 0.03% 248
2021
Q1 		$415K Sell
1,667
-115
-6% -$27.4K 0.04% 235
2020
Q4 		$410K Buy
1,782
+236
+15% +$54.4K 0.04% 213
2020
Q3 		$393K Buy
1,546
+162
+12% +$40.1K 0.04% 185
2020
Q2 		$326K Buy
1,384
+86
+7% +$19.6K 0.04% 179
2020
Q1 		$263K Buy
1,298
+47
+4% +$10.3K 0.04% 157
2019
Q4 		$302K Buy
+1,251
New +$276K 0.04% 177

Other funds holding AMGN

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's AMGN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Amgen (AMGN) stake by 0.04% in Q3 2026, buying an estimated $1.99K and bringing the position to 13,328 shares worth $5.62M. The position accounts for 0.16% of the portfolio, ranked #98.

Avidian Wealth Enterprises first reported a position in AMGN in Q4 2019 and has held it in 28 quarters since. 131 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Avidian Wealth Enterprises held 13,328 shares of Amgen worth $5.62M as of Q3 2026.
  • Avidian Wealth Enterprises bought 5 Amgen shares in Q3 2026, an estimated $1.99K.
  • Amgen made up 0.16% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #98 holding.
  • Avidian Wealth Enterprises first reported a position in Amgen in Q4 2019 and has held it in 28 quarters since.
  • 131 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.