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Axxcess Wealth Management’s Amgen AMGN Stock Holding History

Axxcess 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 		$5.31M Sell
14,656
-1,485
-9% -$508K 0.08% 213
2026
Q1 		$5.68M Buy
16,141
+2,032
+14% +$724K 0.18% 104
2025
Q4 		$4.62M Sell
14,109
-2,529
-15% -$802K 0.08% 225
2025
Q3 		$4.7M Buy
16,638
+6,172
+59% +$1.79M 0.1% 168
2025
Q2 		$2.92M Sell
10,466
-1,326
-11% -$376K 0.07% 228
2025
Q1 		$3.67M Buy
11,792
+1,276
+12% +$377K 0.1% 171
2024
Q4 		$2.74M Sell
10,516
-3,500
-25% -$1.04M 0.07% 216
2024
Q3 		$4.52M Sell
14,016
-2,426
-15% -$794K 0.11% 152
2024
Q2 		$5.14M Buy
16,442
+3,833
+30% +$1.13M 0.14% 135
2024
Q1 		$3.58M Sell
12,609
-2,753
-18% -$806K 0.1% 166
2023
Q4 		$4.42M Buy
15,362
+1,518
+11% +$414K 0.13% 137
2023
Q3 		$3.72M Buy
13,844
+3,454
+33% +$862K 0.13% 133
2023
Q2 		$2.31M Buy
10,390
+1,025
+11% +$238K 0.17% 118
2023
Q1 		$2.26M Buy
9,365
+2,896
+45% +$711K 0.17% 123
2022
Q4 		$1.7M Buy
6,469
+1,409
+28% +$378K 0.14% 143
2022
Q3 		$1.14M Buy
5,060
+2,501
+98% +$606K 0.11% 171
2022
Q2 		$622K Sell
2,559
-846
-25% -$207K 0.06% 260
2022
Q1 		$823K Buy
3,405
+1,088
+47% +$250K 0.06% 254
2021
Q4 		$521K Buy
+2,317
New +$489K 0.04% 347

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

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

Axxcess Wealth Management reduced its Amgen (AMGN) stake by 9.2% in Q2 2026, selling an estimated $508K and leaving 14,656 shares worth $5.31M. The position accounts for 0.08% of the portfolio, ranked #213.

Axxcess Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.68M in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Axxcess Wealth Management held 14,656 shares of Amgen worth $5.31M as of Q2 2026.
  • Axxcess Wealth Management sold 1,485 Amgen shares in Q2 2026, an estimated $508K.
  • Amgen made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Axxcess Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Amgen position peaked at $5.68M in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.