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Capital Performance Advisors’s Amgen AMGN Stock Holding History

Capital Performance Advisors’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 		$217K Sell
598
-235
-28% -$80.4K 0.01% 282
2026
Q1 		$293K Buy
833
+90
+12% +$32.1K 0.02% 331
2025
Q4 		$243K Buy
+743
New +$236K 0.02% 361
2024
Q4 		– Sell
-76
Closed -$24.6K – 291
2024
Q3 		$24.6K Buy
+76
New +$24.9K 0.01% 543

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 $3.38T AUM 44.17% 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 Performance Advisors's AMGN Position: Q2 2026 in Review

Capital Performance Advisors reduced its Amgen (AMGN) stake by 28% in Q2 2026, selling an estimated $80.4K and leaving 598 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #282.

Capital Performance Advisors first reported a position in AMGN in Q3 2024 and has held it in 4 quarters since. The position peaked at $293K in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Capital Performance Advisors held 598 shares of Amgen worth $217K as of Q2 2026.
  • Capital Performance Advisors sold 235 Amgen shares in Q2 2026, an estimated $80.4K.
  • Amgen made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #282 holding.
  • Capital Performance Advisors first reported a position in Amgen in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Amgen position peaked at $293K in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.