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Cladis Investment Advisory’s Amgen AMGN Stock Holding History

Cladis Investment Advisory’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 		$259K Hold
715
– – 0.12% 147
2026
Q1 		$252K Buy
+715
New +$255K 0.14% 135
2025
Q4 		– Sell
-740
Closed -$209K – 155
2025
Q3 		$209K Hold
740
– – 0.12% 142
2025
Q2 		$207K Buy
+740
New +$210K 0.13% 132
2024
Q3 		– Sell
-790
Closed -$247K – 136
2024
Q2 		$247K Sell
790
-2,610
-77% -$767K 0.18% 114
2024
Q1 		$225K Buy
3,400
+2,560
+305% +$749K 0.16% 125
2023
Q4 		$242K Hold
840
– – 0.19% 112
2023
Q3 		$226K Sell
840
-150
-15% -$37.4K 0.2% 112
2023
Q2 		$220K Sell
990
-100
-9% -$23.2K 0.19% 119
2023
Q1 		$264K Hold
1,090
– – 0.24% 109
2022
Q4 		$286K Sell
1,090
-675
-38% -$181K 0.28% 98
2022
Q3 		$398K Sell
1,765
-400
-18% -$97K 0.43% 76
2022
Q2 		$527K Sell
2,165
-1,545
-42% -$379K 0.53% 64
2022
Q1 		$897K Sell
3,710
-1,100
-23% -$253K 0.73% 43
2021
Q4 		$1.08M Buy
+4,810
New +$1.02M 0.87% 36

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

Cladis Investment Advisory's AMGN Position: Q2 2026 in Review

Cladis Investment Advisory held its Amgen (AMGN) position steady in Q2 2026 at 715 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #147.

Cladis Investment Advisory first reported a position in AMGN in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Cladis Investment Advisory held 715 shares of Amgen worth $259K as of Q2 2026.
  • Cladis Investment Advisory left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.12% of Cladis Investment Advisory's portfolio in Q2 2026, its #147 holding.
  • Cladis Investment Advisory first reported a position in Amgen in Q4 2021 and has held it in 15 quarters since.
  • Cladis Investment Advisory's Amgen position peaked at $1.08M in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.