Concentrum Wealth Management’s Amgen AMGN Stock Holding History

Concentrum 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	$707K	Sell	1,954 -6	-0.3%	-$2.05K	0.17%	56
2026 Q1	$690K	Buy	1,960 +1,095	+127%	+$390K	0.2%	53
2025 Q4	$283K	Buy	865 +134	+18%	+$42.5K	0.08%	73
2025 Q3	$206K	Buy	+731	New	+$212K	0.06%	77
2025 Q2	–	Sell	-753	Closed	-$235K	–	75
2025 Q1	$235K	Buy	+753	New	+$222K	0.09%	74
2024 Q4	–	Sell	-722	Closed	-$233K	–	81
2024 Q3	$233K	Buy	722 +8	+1%	+$2.62K	0.09%	66
2024 Q2	$223K	Sell	714 -4	-0.6%	-$1.18K	0.09%	68
2024 Q1	$204K	Buy	718 +21	+3%	+$6.14K	0.09%	66
2023 Q4	$201K	Buy	+697	New	+$190K	0.1%	64

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

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

Concentrum Wealth Management reduced its Amgen (AMGN) stake by 0.31% in Q2 2026, selling an estimated $2.05K and leaving 1,954 shares worth $707K. The position accounts for 0.17% of the portfolio, ranked #56.

Concentrum Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Concentrum Wealth Management held 1,954 shares of Amgen worth $707K as of Q2 2026.
Concentrum Wealth Management sold 6 Amgen shares in Q2 2026, an estimated $2.05K.
Amgen made up 0.17% of Concentrum Wealth Management's portfolio in Q2 2026, its #56 holding.
Concentrum Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.