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Caliber Wealth Management (Kansas)’s Amgen AMGN Stock Holding History

Caliber Wealth Management (Kansas)’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 		$243K Sell
671
-25
-4% -$8.56K 0.02% 269
2026
Q1 		$245K Buy
+696
New +$248K 0.03% 240
2025
Q3 		– Sell
-837
Closed -$234K – 254
2025
Q2 		$234K Buy
+837
New +$237K 0.03% 252

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

Caliber Wealth Management (Kansas)'s AMGN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Amgen (AMGN) stake by 3.6% in Q2 2026, selling an estimated $8.56K and leaving 671 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #269.

Caliber Wealth Management (Kansas) first reported a position in AMGN in Q2 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 671 shares of Amgen worth $243K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 25 Amgen shares in Q2 2026, an estimated $8.56K.
  • Amgen made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #269 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Amgen in Q2 2025 and has held it in 3 quarters since.
  • Caliber Wealth Management (Kansas)'s Amgen position peaked at $245K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.