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Aviso Wealth Management’s Amgen AMGN Stock Holding History

Aviso Wealth Management’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 		$971K Buy
2,681
+80
+3% +$27.4K 0.33% 60
2026
Q1 		$915K Buy
2,601
+42
+2% +$15K 0.41% 54
2025
Q4 		$838K Buy
2,559
+257
+11% +$81.5K 0.35% 67
2025
Q3 		$650K Buy
2,302
+158
+7% +$45.8K 0.28% 78
2025
Q2 		$599K Sell
2,144
-12
-0.6% -$3.4K 0.28% 82
2025
Q1 		$672K Sell
2,156
-110
-5% -$32.5K 0.36% 74
2024
Q4 		$590K Buy
2,266
+243
+12% +$72.1K 0.3% 79
2024
Q3 		$652K Sell
2,023
-990
-33% -$324K 0.35% 77
2024
Q2 		$941K Buy
3,013
+1,185
+65% +$348K 0.56% 45
2024
Q1 		$520K Buy
1,828
+259
+17% +$75.8K 0.33% 81
2023
Q4 		$452K Buy
+1,569
New +$428K 0.33% 77

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

Aviso Wealth Management's AMGN Position: Q2 2026 in Review

Aviso Wealth Management increased its Amgen (AMGN) stake by 3.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,681 shares worth $971K. The position accounts for 0.33% of the portfolio, ranked #60.

Aviso Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Aviso Wealth Management held 2,681 shares of Amgen worth $971K as of Q2 2026.
  • Aviso Wealth Management bought 80 Amgen shares in Q2 2026, an estimated $27.4K.
  • Amgen made up 0.33% of Aviso Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Aviso Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.