AW
AMGN icon

Avion Wealth’s Amgen AMGN Stock Holding History

Avion 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 		$225K Buy
623
+21
+3% +$7.19K 0.04% 112
2026
Q1 		$211K Buy
602
+1
+0.2% +$356 0.04% 102
2025
Q4 		$196K Buy
601
+12
+2% +$3.81K 0.04% 104
2025
Q3 		$166K Sell
589
-13
-2% -$3.77K 0.04% 114
2025
Q2 		$168K Buy
602
+390
+184% +$110K 0.04% 100
2025
Q1 		$55K Hold
212
– – 0.01% 185
2024
Q4 		$55K Sell
212
-21
-9% -$6.23K 0.01% 185
2024
Q3 		$74K Buy
233
+6
+3% +$1.96K 0.02% 146
2024
Q2 		$70K Buy
227
+7
+3% +$2.06K 0.02% 139
2024
Q1 		$63K Buy
220
+13
+6% +$3.8K 0.02% 146
2023
Q4 		$60K Sell
207
-7
-3% -$1.91K 0.02% 145
2023
Q3 		$57K Buy
214
+8
+4% +$2K 0.02% 146
2023
Q2 		$44K Buy
206
+29
+16% +$6.73K 0.01% 171
2023
Q1 		$46K Sell
177
-50
-22% -$12.3K 0.01% 151
2022
Q4 		$51K Hold
227
– – 0.02% 143
2022
Q3 		$51K Hold
227
– – 0.02% 144
2022
Q2 		$55K Buy
227
+7
+3% +$1.72K 0.02% 132
2022
Q1 		$53K Sell
220
-44
-17% -$10.1K 0.02% 124
2021
Q4 		$59K Sell
264
-40
-13% -$8.44K 0.02% 117
2021
Q3 		$65K Hold
304
– – 0.02% 111
2021
Q2 		$74K Sell
304
-18
-6% -$4.43K 0.02% 100
2021
Q1 		$80K Hold
322
– – 0.03% 87
2020
Q4 		$74K Hold
322
– – 0.02% 98
2020
Q3 		$82K Hold
322
– – 0.03% 68
2020
Q2 		$76K Hold
322
– – 0.03% 68
2020
Q1 		$65K Buy
+322
New +$70.3K 0.03% 68

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

Avion Wealth's AMGN Position: Q2 2026 in Review

Avion Wealth increased its Amgen (AMGN) stake by 3.5% in Q2 2026, buying an estimated $7.19K and bringing the position to 623 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #112.

Avion Wealth first reported a position in AMGN in Q1 2020 and has held it in 26 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Avion Wealth held 623 shares of Amgen worth $225K as of Q2 2026.
  • Avion Wealth bought 21 Amgen shares in Q2 2026, an estimated $7.19K.
  • Amgen made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #112 holding.
  • Avion Wealth first reported a position in Amgen in Q1 2020 and has held it in 26 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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