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CM Wealth Advisors’s Amgen AMGN Stock Holding History

CM 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 		$223K Buy
+616
New +$211K 0.04% 178
2024
Q2 		– Sell
-1,299
Closed -$390K – 83
2024
Q1 		$390K Buy
+1,299
New +$380K 0.11% 105
2023
Q3 		– Sell
-1,116
Closed -$264K – 84
2023
Q2 		$264K Buy
+1,116
New +$259K 0.09% 122

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

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

CM Wealth Advisors opened a new position in Amgen (AMGN) in Q2 2026: 616 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in AMGN as recently as Q1 2024.

CM Wealth Advisors first reported a position in AMGN in Q2 2023 and has held it in 3 quarters since. The position peaked at $390K in Q1 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • CM Wealth Advisors held 616 shares of Amgen worth $223K as of Q2 2026.
  • Amgen was a new CM Wealth Advisors position in Q2 2026.
  • Amgen made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • CM Wealth Advisors first reported a position in Amgen in Q2 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's Amgen position peaked at $390K in Q1 2024.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.