AWE
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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
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

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

Avidian Wealth Enterprises's AMGN Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Amgen (AMGN) stake by 5.6% in Q2 2026, selling an estimated $273K and leaving 13,323 shares worth $4.82M. The position accounts for 0.13% of the portfolio, ranked #114.

Avidian Wealth Enterprises first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.97M in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Avidian Wealth Enterprises held 13,323 shares of Amgen worth $4.82M as of Q2 2026.
  • Avidian Wealth Enterprises sold 797 Amgen shares in Q2 2026, an estimated $273K.
  • Amgen made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #114 holding.
  • Avidian Wealth Enterprises first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Amgen position peaked at $4.97M in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.