Aviso Wealth Management
AMGN icon

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
Q3 		$1.79M Buy
4,249
+1,568
+58% +$625K 0.69% 37
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Aviso Wealth Management's AMGN Position: Q3 2026 in Review

Aviso Wealth Management increased its Amgen (AMGN) stake by 58% in Q3 2026, buying an estimated $625K and bringing the position to 4,249 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #37.

Aviso Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 12 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Aviso Wealth Management held 4,249 shares of Amgen worth $1.79M as of Q3 2026.
  • Aviso Wealth Management bought 1,568 Amgen shares in Q3 2026, an estimated $625K.
  • Amgen made up 0.69% of Aviso Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Aviso Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 12 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.