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Carolina Wealth Advisors’s Amgen AMGN Stock Holding History

Carolina Wealth 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 		$4.71M Sell
13,010
-57
-0.4% -$19.5K 1.85% 13
2026
Q1 		$4.6M Buy
13,067
+11,989
+1,112% +$4.27M 1.91% 11
2025
Q4 		$353K Buy
1,078
+262
+32% +$83.1K 0.16% 67
2025
Q3 		$230K Buy
816
+552
+209% +$160K 0.1% 73
2025
Q2 		$73.7K Buy
264
+242
+1,100% +$68.6K 0.04% 88
2025
Q1 		$6.85K Buy
+22
New +$6.5K ﹤0.01% 164

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Carolina Wealth Advisors's AMGN Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Amgen (AMGN) stake by 0.44% in Q2 2026, selling an estimated $19.5K and leaving 13,010 shares worth $4.71M. The position accounts for 1.85% of the portfolio, ranked #13.

Carolina Wealth Advisors first reported a position in AMGN in Q1 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Carolina Wealth Advisors held 13,010 shares of Amgen worth $4.71M as of Q2 2026.
  • Carolina Wealth Advisors sold 57 Amgen shares in Q2 2026, an estimated $19.5K.
  • Amgen made up 1.85% of Carolina Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Carolina Wealth Advisors first reported a position in Amgen in Q1 2025 and has held it in 6 quarters since.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.