Compass Wealth Management’s Amgen AMGN Stock Holding History

Compass 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	$281K	Buy	+775	New	+$265K	0.05%	157
2025 Q4	–	Sell	-775	Closed	-$219K	–	79
2025 Q3	$219K	Hold	775	–	–	0.05%	145
2025 Q2	$216K	Sell	775 -49	-6%	-$13.9K	0.05%	147
2025 Q1	$257K	Hold	824	–	–	0.07%	136
2024 Q4	$215K	Hold	824	–	–	0.05%	148
2024 Q3	$266K	Hold	824	–	–	0.06%	145
2024 Q2	$257K	Hold	824	–	–	0.06%	142
2024 Q1	$234K	Hold	824	–	–	0.06%	149
2023 Q4	$237K	Hold	824	–	–	0.07%	144
2023 Q3	$221K	Hold	824	–	–	0.07%	149
2023 Q2	$183K	Hold	824	–	–	0.06%	156
2023 Q1	$199K	Hold	824	–	–	0.06%	155
2022 Q4	$216K	Buy	+824	New	+$221K	0.07%	150

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

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

Compass Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 775 shares worth $281K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in AMGN as recently as Q3 2025.

Compass Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 13 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Compass Wealth Management held 775 shares of Amgen worth $281K as of Q2 2026.
Amgen was a new Compass Wealth Management position in Q2 2026.
Amgen made up 0.05% of Compass Wealth Management's portfolio in Q2 2026, its #157 holding.
Compass Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 13 quarters since.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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