Cassia Capital Partners’s Amgen AMGN Stock Holding History

Cassia Capital Partners’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	$229K	Buy	632 +2	+0.3%	+$685	0.11%	66
2026 Q1	$222K	Hold	630	–	–	0.11%	63
2025 Q4	$206K	Buy	+630	New	+$200K	0.11%	62
2023 Q2	–	Sell	-1,634	Closed	-$395K	–	61
2023 Q1	$395K	Sell	1,634 -11	-0.7%	-$2.7K	0.32%	26
2022 Q4	$432K	Buy	+1,645	New	+$441K	0.36%	27

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 $3.37T AUM 44.26% 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

Cassia Capital Partners's AMGN Position: Q2 2026 in Review

Cassia Capital Partners increased its Amgen (AMGN) stake by 0.32% in Q2 2026, buying an estimated $685 and bringing the position to 632 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #66.

Cassia Capital Partners first reported a position in AMGN in Q4 2022 and has held it in 5 quarters since. The position peaked at $432K in Q4 2022. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Cassia Capital Partners held 632 shares of Amgen worth $229K as of Q2 2026.
Cassia Capital Partners bought 2 Amgen shares in Q2 2026, an estimated $685.
Amgen made up 0.11% of Cassia Capital Partners's portfolio in Q2 2026, its #66 holding.
Cassia Capital Partners first reported a position in Amgen in Q4 2022 and has held it in 5 quarters since.
Cassia Capital Partners's Amgen position peaked at $432K in Q4 2022.
3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.