CWM
AMGN icon

CarsonAllaria Wealth Management’s Amgen AMGN Stock Holding History

CarsonAllaria 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 		$249K Hold
689
– – 0.11% 58
2026
Q1 		$242K Buy
689
+3
+0.4% +$1.07K 0.12% 58
2025
Q4 		$225K Sell
686
-38
-5% -$12.1K 0.11% 61
2025
Q3 		$204K Buy
724
+23
+3% +$6.67K 0.11% 67
2025
Q2 		$196K Buy
701
+1
+0.1% +$283 0.11% 65
2025
Q1 		$218K Hold
700
– – 0.13% 61
2024
Q4 		$182K Sell
700
-66
-9% -$19.6K 0.1% 68
2024
Q3 		$247K Sell
766
-61
-7% -$20K 0.14% 58
2024
Q2 		$259K Sell
827
-91
-10% -$26.7K 0.16% 53
2024
Q1 		$261K Sell
918
-134
-13% -$39.2K 0.16% 54
2023
Q4 		$303K Sell
1,052
-42
-4% -$11.4K 0.22% 48
2023
Q3 		$294K Sell
1,094
-10
-0.9% -$2.5K 0.24% 48
2023
Q2 		$245K Hold
1,104
– – 0.19% 56
2023
Q1 		$267K Buy
1,104
+6
+0.5% +$1.47K 0.23% 53
2022
Q4 		$288K Buy
1,098
+112
+11% +$30K 0.25% 49
2022
Q3 		$222K Buy
986
+3
+0.3% +$727 0.21% 60
2022
Q2 		$239K Hold
983
– – 0.22% 54
2022
Q1 		$238K Buy
983
+12
+1% +$2.76K 0.21% 59
2021
Q4 		$219K Buy
+971
New +$205K 0.19% 60

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

CarsonAllaria Wealth Management's AMGN Position: Q2 2026 in Review

CarsonAllaria Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 689 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #58.

CarsonAllaria Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $303K in Q4 2023. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • CarsonAllaria Wealth Management held 689 shares of Amgen worth $249K as of Q2 2026.
  • CarsonAllaria Wealth Management left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.11% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #58 holding.
  • CarsonAllaria Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's Amgen position peaked at $303K in Q4 2023.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.