Capstone Wealth Management Group (Pennsylvania)’s Amgen AMGN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$232K	Buy	642 +4	+0.6%	+$1.37K	0.08%	88
2026 Q1	$224K	Buy	638 +4	+0.6%	+$1.43K	0.09%	90
2025 Q4	$207K	Buy	+634	New	+$201K	0.09%	81
2023 Q2	–	Sell	-898	Closed	-$217K	–	57
2023 Q1	$217K	Sell	898 -146	-14%	-$35.8K	0.24%	52
2022 Q4	$274K	Sell	1,044 -69	-6%	-$18.5K	0.3%	53
2022 Q3	$251K	Sell	1,113 -95	-8%	-$23K	0.32%	51
2022 Q2	$294K	Sell	1,208 -41	-3%	-$10K	0.35%	49
2022 Q1	$302K	Sell	1,249 -22	-2%	-$5.05K	0.3%	54
2021 Q4	$286K	Buy	+1,271	New	+$268K	0.23%	68

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s AMGN Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Amgen (AMGN) stake by 0.63% in Q2 2026, buying an estimated $1.37K and bringing the position to 642 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #88.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AMGN in Q4 2021 and has held it in 9 quarters since. The position peaked at $302K in Q1 2022. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 642 shares of Amgen worth $232K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 4 Amgen shares in Q2 2026, an estimated $1.37K.
Amgen made up 0.08% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #88 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Amgen in Q4 2021 and has held it in 9 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Amgen position peaked at $302K in Q1 2022.
3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.