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Castle Rock Wealth Management’s Amgen AMGN Stock Holding History

Castle Rock 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 		$3.39M Buy
9,380
+288
+3% +$98.6K 0.67% 40
2026
Q1 		$3.16M Buy
9,092
+109
+1% +$38.9K 0.68% 38
2025
Q4 		$3.06M Buy
8,983
+84
+0.9% +$26.6K 0.66% 36
2025
Q3 		$2.63M Buy
8,899
+191
+2% +$55.4K 0.58% 48
2025
Q2 		$2.57M Buy
8,708
+2,931
+51% +$830K 0.6% 42
2025
Q1 		$1.78M Sell
5,777
-1,116
-16% -$330K 0.48% 54
2024
Q4 		$2.01M Buy
6,893
+224
+3% +$66.5K 0.48% 55
2024
Q3 		$2.12M Buy
6,669
+76
+1% +$24.9K 0.51% 50
2024
Q2 		$2.05M Buy
6,593
+326
+5% +$95.8K 0.51% 47
2024
Q1 		$1.74M Buy
6,267
+283
+5% +$82.8K 0.47% 55
2023
Q4 		$1.81M Buy
5,984
+62
+1% +$16.9K 0.55% 45
2023
Q3 		$1.59M Buy
5,922
+4,379
+284% +$1.09M 0.53% 43
2023
Q2 		$348K Sell
1,543
-1
-0.1% -$232 0.12% 149
2023
Q1 		$362K Buy
1,544
+329
+27% +$80.8K 0.13% 153
2022
Q4 		$310K Buy
1,215
+158
+15% +$42.4K 0.14% 166
2022
Q3 		$259K Sell
1,057
-2,142
-67% -$519K 0.13% 166
2022
Q2 		$791K Sell
3,199
-30
-0.9% -$7.35K 0.4% 61
2022
Q1 		$818K Sell
3,229
-4,239
-57% -$974K 0.38% 72
2021
Q4 		$1.7M Buy
7,468
+220
+3% +$46.4K 0.69% 40
2021
Q3 		$1.53M Buy
7,248
+6,213
+600% +$1.43M 0.52% 58
2021
Q2 		$236K Sell
1,035
-25
-2% -$6.15K 0.09% 228
2021
Q1 		$270K Sell
1,060
-14
-1% -$3.34K 0.11% 214
2020
Q4 		$272K Buy
+1,074
New +$248K 0.11% 203

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

Castle Rock Wealth Management's AMGN Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Amgen (AMGN) stake by 3.2% in Q2 2026, buying an estimated $98.6K and bringing the position to 9,380 shares worth $3.39M. The position accounts for 0.67% of the portfolio, ranked #40.

Castle Rock Wealth Management first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Castle Rock Wealth Management held 9,380 shares of Amgen worth $3.39M as of Q2 2026.
  • Castle Rock Wealth Management bought 288 Amgen shares in Q2 2026, an estimated $98.6K.
  • Amgen made up 0.67% of Castle Rock Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Castle Rock Wealth Management first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.