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Capital Advisors Wealth Management’s Amgen AMGN Stock Holding History

Capital Advisors 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 		$322K Buy
890
+44
+5% +$15.1K 0.04% 179
2026
Q1 		$298K Buy
846
+4
+0.5% +$1.43K 0.04% 172
2025
Q4 		$275K Sell
842
-57
-6% -$18.1K 0.04% 182
2025
Q3 		$254K Buy
899
+111
+14% +$32.2K 0.04% 188
2025
Q2 		$220K Sell
788
-177
-18% -$50.1K 0.03% 180
2025
Q1 		$301K Sell
965
-28
-3% -$8.27K 0.05% 139
2024
Q4 		$259K Sell
993
-33
-3% -$9.79K 0.05% 149
2024
Q3 		$331K Buy
1,026
+11
+1% +$3.6K 0.06% 122
2024
Q2 		$317K Buy
1,015
+6
+0.6% +$1.76K 0.06% 116
2024
Q1 		$287K Buy
1,009
+25
+3% +$7.32K 0.06% 120
2023
Q4 		$283K Buy
984
+6
+0.6% +$1.64K 0.06% 108
2023
Q3 		$263K Buy
+978
New +$244K 0.07% 109
2023
Q2 		– Sell
-875
Closed -$212K – 141
2023
Q1 		$212K Buy
875
+6
+0.7% +$1.47K 0.06% 127
2022
Q4 		$228K Buy
+869
New +$233K 0.07% 109
2022
Q3 		– Sell
-859
Closed -$209K – 118
2022
Q2 		$209K Buy
+859
New +$211K 0.07% 109
2021
Q3 		– Sell
-986
Closed -$240K – 101
2021
Q2 		$240K Buy
986
+76
+8% +$18.7K 0.09% 81
2021
Q1 		$227K Buy
+910
New +$217K 0.1% 85

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

Capital Advisors Wealth Management's AMGN Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Amgen (AMGN) stake by 5.2% in Q2 2026, buying an estimated $15.1K and bringing the position to 890 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #179.

Capital Advisors Wealth Management first reported a position in AMGN in Q1 2021 and has held it in 17 quarters since. The position peaked at $331K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Capital Advisors Wealth Management held 890 shares of Amgen worth $322K as of Q2 2026.
  • Capital Advisors Wealth Management bought 44 Amgen shares in Q2 2026, an estimated $15.1K.
  • Amgen made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Capital Advisors Wealth Management first reported a position in Amgen in Q1 2021 and has held it in 17 quarters since.
  • Capital Advisors Wealth Management's Amgen position peaked at $331K in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.